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 | $61,030 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $42,459 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $665 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,592 | $122,186-33.2% | $146,958-44.5% | $199,593-59.1% |
| Participation rate | 78.0% | 78.3%-0.3pp | 82.2%-4.2pp | 72.0%+6.0pp |
| Annual return | 12.71% | 30.56%-17.9pp | 418.34%-405.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $3,765 | $4,093-8.0% | $4,933-23.7% | $3,034+24.1% |
| Participant deferral / active EE | $8,269 | $8,502-2.7% | $8,070+2.5% | $5,087+62.6% |
| Admin fee / account holder | $82 | $179-54.3% | $12,998-99.4% | $269-69.6% |