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 AL5 years Filed as: SCHWARTZ GIANNINI LANTSBERGER & ADA Service code 10 4578 FEATHER RIVER DR STE D · STOCKTON, CA 95219 | Accounting | $11,150 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $6,715 |
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 | $65,915 | $73,360-10.1% | $177,989-63.0% | $74,495-11.5% |
| Participation rate | 97.2% | 66.6%+30.6pp | 77.1%+20.2pp | 67.2%+30.0pp |
| Annual return | 15.78% | 17.49%-1.7pp | 294.48%-278.7pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,917 | $2,216-13.5% | $3,949-51.5% | $2,623-26.9% |
| Participant deferral / active EE | $3,921 | $4,513-13.1% | $6,276-37.5% | $4,346-9.8% |
| Admin fee / account holder | $114 | $1,808-93.7% | $10,363-98.9% | $1,942-94.1% |