See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,736 |
SCHULZ WEALTH, LTD.1 year Service code 27 · EIN 47-1178525 | Advisory (Plan) | $13,229 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,842 | $88,083-71.8% | $164,813-84.9% | $74,495-66.7% |
| Participation rate | 91.6% | 73.0%+18.6pp | 78.6%+13.0pp | 67.2%+24.4pp |
| Annual return | 13.13% | 17.26%-4.1pp | 69.93%-56.8pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,305 | $2,593-49.7% | $4,341-69.9% | $2,623-50.3% |
| Participant deferral / active EE | $4,062 | $4,498-9.7% | $6,031-32.6% | $4,346-6.5% |
| Admin fee / account holder | $211 | $2,234-90.6% | $12,690-98.3% | $1,942-89.2% |