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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $115,234 |
FINLEY & COOK3+ years Filed as: FINLEY & COOK PLLC Service code 10 · EIN 73-0604334 | Accounting | $11,600 |
MCAFEE & TAFT2 years Service code 29 · EIN 73-0781676 | Legal | $6,035 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $302 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,258 | $89,274+3.3% | $149,718-38.4% | $77,958+18.3% |
| Participation rate | 94.4% | 87.6%+6.7pp | 87.1%+7.3pp | 71.6%+22.7pp |
| Annual return | 18.22% | 20.36%-2.1pp | 1501.63%-1483.4pp | 20.87%-2.6pp |
| Employer contribution / active EE | $1,407 | $3,727-62.3% | $5,445-74.2% | $2,310-39.1% |
| Participant deferral / active EE | $4,170 | $5,382-22.5% | $6,569-36.5% | $3,537+17.9% |
| Admin fee / account holder | $76 | $240-68.3% | $11,283-99.3% | $97-21.9% |