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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,590 |
CARR, RIGGS & INGRAM, LLC4+ years Filed as: CARR RIGGS & INGRAM, LLC Service code 10 2633 CENTENNIAL BLVD STE 200 · TALLAHASSEE, FL 32308 | Accounting | $18,250 |
Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $135 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,000 | $37,196+383.9% | $154,107+16.8% | $55,725+223.0% |
| Participation rate | 68.5% | 64.1%+4.4pp | 83.0%-14.5pp | 70.9%-2.4pp |
| Annual return | -6.34% | 1319.68%-1326.0pp | 735.12%-741.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,274 | $1,614+40.9% | $5,298-57.1% | $2,078+9.4% |
| Participant deferral / active EE | $4,502 | $2,068+117.7% | $5,081-11.4% | $3,356+34.2% |
| Admin fee / account holder | $194 | $102+91.0% | $13,411-98.6% | $115+68.5% |