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 | $16,585 |
WELCH HORNSBY & WELCH INC3 years Service code 28 · EIN 63-0969069 | Investment Management | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $177,121 | $78,419+125.9% | $133,956+32.2% | $73,409+141.3% |
| Participation rate | 63.4% | 78.6%-15.2pp | 79.8%-16.4pp | 72.2%-8.8pp |
| Annual return | 14.58% | 33.35%-18.8pp | 45.09%-30.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1 | $2,044-99.9% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $8,239 | $3,925+109.9% | $5,048+63.2% | $3,805+116.5% |
| Admin fee / account holder | $81 | $161-49.9% | $8,927-99.1% | $158-48.8% |