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 | $59,196 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $29,366 |
WISEOWL CAPITAL LLC5 years Service code 26 · EIN 46-1886612 | Advisory (Participants) | $18,575 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $764 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,832 | $106,028+213.9% | $146,958+126.5% | $77,643+328.7% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 14.64% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $9,500 | $4,063+133.8% | $4,933+92.6% | $2,726+248.5% |
| Participant deferral / active EE | $11,960 | $7,990+49.7% | $8,070+48.2% | $4,647+157.3% |
| Admin fee / account holder | $177 | $337-47.5% | $12,998-98.6% | $430-58.8% |