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 | $102,791 |
CAPFINANCIAL PARTNERS LLC8 years Service code 28 · EIN 26-0058143 | Investment Management | $43,035 |
BKS RETIREMENT SERVICES6 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 28 · EIN 84-1921272 | Investment Management | $16,000 |
ASSURANCE DIMENSIONS7 years Service code 10 · EIN 26-3429295 | Accounting | $11,000 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVIS Service code 28 · EIN 94-1737782 | Investment Management | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,281 | $119,446+190.7% | $150,045+131.5% | $85,563+305.9% |
| Participation rate | 92.8% | 75.4%+17.4pp | 82.3%+10.5pp | 66.0%+26.8pp |
| Annual return | 16.44% | 23.72%-7.3pp | 62.55%-46.1pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,092 | $4,078-73.2% | $4,693-76.7% | $2,654-58.8% |
| Participant deferral / active EE | $14,715 | $7,985+84.3% | $7,997+84.0% | $4,375+236.3% |
| Admin fee / account holder | $201 | $548-63.2% | $13,435-98.5% | $834-75.9% |