See peer percentile detail. $4.99 for your first month.
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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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $85,815 |
WINDHAM BRANNON2+ years Filed as: WINDHAM BRANNON, PC Service code 28 · EIN 58-1763439 | Investment Management | $17,570 |
AFS ADVISORS, LLC2+ years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $14,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC & AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $36,326 | $82,279-55.9% | $77,999-53.4% | $63,975-43.2% |
| Participation rate | 69.3% | 84.7%-15.3pp | 75.5%-6.2pp | 71.1%-1.8pp |
| Annual return | 10.89% | 11.20%-0.3pp | 425.96%-415.1pp | 48.65%-37.8pp |
| Employer contribution / active EE | $1,094 | $3,297-66.8% | $2,470-55.7% | $2,182-49.9% |
| Participant deferral / active EE | $1,916 | $4,538-57.8% | $3,497-45.2% | $3,356-42.9% |
| Admin fee / account holder | $36 | $81-56.1% | $5,480-99.3% | $70-49.3% |