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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $162,615 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT A Service code 28 · EIN 46-4255096 | Investment Management | $62,264 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 28 · EIN 47-5476782 | Investment Management | $15,914 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $182 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $98,295 | $45,031+118.3% | $84,966+15.7% | $77,643+26.6% |
| Participation rate | 70.2% | 48.7%+21.5pp | 67.5%+2.7pp | 70.6%-0.4pp |
| Annual return | 14.72% | 79.22%-64.5pp | 66.38%-51.7pp | 31.24%-16.5pp |
| Employer contribution / active EE | $3,651 | $1,609+126.9% | $2,727+33.9% | $2,726+34.0% |
| Participant deferral / active EE | $9,246 | $2,807+229.3% | $4,519+104.6% | $4,647+99.0% |
| Admin fee / account holder | $208 | $912-77.2% | $6,149-96.6% | $430-51.8% |