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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $352,793 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $20,000 |
WINDHAM BRANNON6 years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $17,500 |
401(K) ADVISORS INC1 year Filed as: 401 K ADVISORS INC Service code 28 · EIN 33-0905143 | Investment Management | $10,000 |
AFS ADVISORS, LLC10+ years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $10,000 |
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 | $62,256 | $112,623-44.7% | $106,213-41.4% | $199,593-68.8% |
| Participation rate | 80.2% | 86.2%-6.1pp | 75.3%+4.9pp | 72.0%+8.2pp |
| Annual return | 27.63% | 15.57%+12.1pp | 116.14%-88.5pp | 34.25%-6.6pp |
| Employer contribution / active EE | $3,169 | $4,575-30.7% | $3,171-0.1% | $3,034+4.4% |
| Participant deferral / active EE | $4,782 | $6,659-28.2% | $5,016-4.7% | $5,087-6.0% |
| Admin fee / account holder | $80 | $107-25.5% | $11,033-99.3% | $269-70.3% |