Filed June 18, 2025
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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $413,963 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $353,503 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $207,966 |
TRAVELLER & COMPANY LLC3 years Filed as: TRAVELLER AND COMPANY, LLC Service code 10 · EIN 87-0668060 | Accounting | $14,195 |
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 | $115,360 | $122,186-5.6% | $146,958-21.5% | $199,593-42.2% |
| Participation rate | 95.9% | 78.3%+17.6pp | 82.2%+13.7pp | 72.0%+23.9pp |
| Annual return | 16.62% | 30.56%-13.9pp | 418.34%-401.7pp | 34.25%-17.6pp |
| Employer contribution / active EE | $3,355 | $4,093-18.0% | $4,933-32.0% | $3,034+10.6% |
| Participant deferral / active EE | $11,121 | $8,502+30.8% | $8,070+37.8% | $5,087+118.6% |
| Admin fee / account holder | $210 | $179+17.2% | $12,998-98.4% | $269-22.1% |