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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,696 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 28 · EIN 56-1074313 | Investment Management | $71,608 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant 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 | $35,319 | $107,459-67.1% | $135,903-74.0% | $80,160-55.9% |
| Participation rate | 89.6% | 78.0%+11.6pp | 81.9%+7.7pp | 72.9%+16.7pp |
| Annual return | 20.58% | 91.91%-71.3pp | 68.23%-47.6pp | 40.38%-19.8pp |
| Employer contribution / active EE | $698 | $3,877-82.0% | $4,856-85.6% | $2,978-76.5% |
| Participant deferral / active EE | $5,263 | $8,195-35.8% | $7,758-32.2% | $5,017+4.9% |
| Admin fee / account holder | $111 | $127-12.3% | $10,762-99.0% | $145-23.2% |