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 8-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $70,462 |
SUNTRUST BANKS, INC.1 year Filed as: SUNTRUST BANK Service code 28 · EIN 58-0466330 | Investment Management | $30,799 |
AJAX CAPITAL LLC2 years Service code 28 · EIN 81-4561442 | Investment Management | $29,748 |
Service code 28 · EIN 52-1974149 | Investment Management | $5,558 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,298 | $120,450-71.5% | $159,436-78.5% | $93,030-63.1% |
| Participation rate | 87.5% | 78.0%+9.5pp | 82.8%+4.7pp | 73.9%+13.6pp |
| Annual return | 15.50% | 27.11%-11.6pp | 263.57%-248.1pp | 158.70%-143.2pp |
| Employer contribution / active EE | $408 | $3,526-88.4% | $4,829-91.6% | $2,706-84.9% |
| Participant deferral / active EE | $4,893 | $7,283-32.8% | $7,352-33.4% | $4,562+7.3% |
| Admin fee / account holder | $121 | $137-11.5% | $10,799-98.9% | $152-20.2% |