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 | $517,346 |
FOX ROTHSCHILD LLP5 years Service code 29 · EIN 23-1404723 | Legal | $24,774 |
FINANCIAL MANAGEMENT NETWORK6+ years Service code 26 · EIN 33-0490707 | Advisory (Participants) | $10,789 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,278 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,430 | $176,491-42.5% | $95,952+5.7% | $90,288+12.3% |
| Participation rate | 93.8% | 86.6%+7.2pp | 77.1%+16.7pp | 73.4%+20.4pp |
| Annual return | 10.16% | 20.14%-10.0pp | 91.61%-81.4pp | 53.97%-43.8pp |
| Employer contribution / active EE | $4,276 | $2,789+53.3% | $2,541+68.3% | $2,524+69.4% |
| Participant deferral / active EE | $6,371 | $5,340+19.3% | $4,167+52.9% | $4,232+50.5% |
| Admin fee / account holder | $205 | $154+33.3% | $6,795-97.0% | $114+80.0% |