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 AL4 years Filed as: SCHWARTZ GIANNINI LANTSBERGER & ADA Service code 10 4578 FEATHER RIVER DR STE D · STOCKTON, CA 95219 | Accounting | $9,650 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $7,022 |
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 | $56,556 | $65,390-13.5% | $169,368-66.6% | $71,457-20.9% |
| Participation rate | 96.3% | 67.0%+29.4pp | 77.1%+19.2pp | 67.9%+28.4pp |
| Annual return | 21.23% | 21.31%-0.1pp | 405.60%-384.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $1,562 | $2,079-24.9% | $4,013-61.1% | $2,588-39.6% |
| Participant deferral / active EE | $3,645 | $4,367-16.5% | $6,221-41.4% | $4,289-15.0% |
| Admin fee / account holder | $110 | $1,324-91.7% | $9,003-98.8% | $1,587-93.0% |