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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $154,120 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 28 · EIN 06-1053228 | Investment Management | $67,500 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INVESTMENT A Service code 28 · EIN 46-4255096 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,630 | $37,317+83.9% | $77,024-10.9% | $77,904-11.9% |
| Participation rate | 68.9% | 46.9%+22.0pp | 67.9%+1.0pp | 73.7%-4.8pp |
| Annual return | -16.54% | -5.88%-10.7pp | 42.32%-58.9pp | 12.21%-28.7pp |
| Employer contribution / active EE | $3,240 | $1,218+166.0% | $2,812+15.2% | $2,848+13.8% |
| Participant deferral / active EE | $7,711 | $2,564+200.7% | $4,426+74.2% | $4,806+60.5% |
| Admin fee / account holder | $176 | $126+40.0% | $5,425-96.8% | $133+32.7% |