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 | $130,070 |
Filed as: ONEDIGITAL TOPCO LLC Service code 28 · EIN 82-1434504 | Investment Management | $33,444 |
ARMANINO LLP3 years Service code 10 · EIN 94-6214841 | Accounting | $19,425 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $74 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFI Service code 59 | Shareholder Servicing | $0 |
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 | $235,358 | $88,890+164.8% | $102,423+129.8% | $77,643+203.1% |
| Participation rate | 90.1% | 80.9%+9.1pp | 76.5%+13.6pp | 70.6%+19.5pp |
| Annual return | 14.21% | 24.98%-10.8pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $4,452 | $2,698+65.1% | $3,023+47.3% | $2,726+63.3% |
| Participant deferral / active EE | $18,248 | $5,145+254.7% | $5,053+261.1% | $4,647+292.7% |
| Admin fee / account holder | $162 | $235-31.1% | $9,451-98.3% | $430-62.3% |