See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $212,740 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $200,000 |
Filed as: STOUT INTERMEDIATE HOLDINGS Service code 28 · EIN 87-3592543 | Investment Management | $71,047 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $68,672 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $64,204 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $178 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,996 | $121,599+79.3% | $135,903+60.4% | $103,482+110.7% |
| Participation rate | 93.6% | 76.2%+17.4pp | 81.9%+11.7pp | 73.3%+20.3pp |
| Annual return | 30.91% | 26.09%+4.8pp | 68.23%-37.3pp | 33.11%-2.2pp |
| Employer contribution / active EE | $2,243 | $4,627-51.5% | $4,856-53.8% | $3,208-30.1% |
| Participant deferral / active EE | $5,040 | $7,782-35.2% | $7,758-35.0% | $5,207-3.2% |
| Admin fee / account holder | $83 | $76+10.1% | $10,762-99.2% | $114-27.0% |