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 |
|---|---|---|
SCHWARTZ, STEINSAPIR, ET AL2 years Filed as: SCHWARTZ GIANNINI LANTSBERGER & ADA Service code 10 4578 FEATHER RIVER DR STE D · STOCKTON, CA 95219 | Accounting | $8,400 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $5,802 |
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 | $64,033 | $70,879-9.7% | $189,557-66.2% | $79,386-19.3% |
| Participation rate | 95.7% | 68.0%+27.7pp | 78.4%+17.2pp | 70.7%+24.9pp |
| Annual return | 12.90% | 20.70%-7.8pp | 64.17%-51.3pp | 116.85%-104.0pp |
| Employer contribution / active EE | $1,630 | $1,806-9.8% | $4,412-63.1% | $2,427-32.8% |
| Participant deferral / active EE | $3,401 | $4,081-16.7% | $6,174-44.9% | $4,046-15.9% |
| Admin fee / account holder | $112 | $647-82.7% | $9,807-98.9% | $626-82.1% |