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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $431,821 |
CAP FINANCIAL PARTNERS, LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $100,541 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $12,145 |
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 | $64,337 | $119,153-46.0% | $151,611-57.6% | $78,044-17.6% |
| Participation rate | 97.9% | 92.5%+5.4pp | 87.5%+10.4pp | 74.4%+23.4pp |
| Annual return | -10.79% | -10.83%0pp | 3.33%-14.1pp | 10.87%-21.7pp |
| Employer contribution / active EE | $2,584 | $5,298-51.2% | $6,166-58.1% | $3,125-17.3% |
| Participant deferral / active EE | $6,348 | $8,624-26.4% | $8,363-24.1% | $5,084+24.9% |
| Admin fee / account holder | $66 | $69-4.0% | $11,616-99.4% | $79-16.4% |