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 AL3 years Filed as: SCHWARTZ GIANNINI LANTSBERGER & ADA Service code 10 4578 FEATHER RIVER DR STE D · STOCKTON, CA 95219 | Accounting | $9,200 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 64 · EIN 82-4555287 | Recordkeeping Fees | $6,381 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,489 | $59,159-18.0% | $159,960-69.7% | $66,914-27.5% |
| Participation rate | 94.6% | 68.1%+26.5pp | 78.0%+16.7pp | 69.8%+24.8pp |
| Annual return | -24.44% | -12.26%-12.2pp | 408.60%-433.0pp | 1.58%-26.0pp |
| Employer contribution / active EE | $1,649 | $1,983-16.8% | $4,226-61.0% | $2,544-35.2% |
| Participant deferral / active EE | $3,567 | $4,395-18.8% | $6,182-42.3% | $4,237-15.8% |
| Admin fee / account holder | $112 | $591-81.0% | $8,698-98.7% | $593-81.1% |