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 5-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 | $463,139 |
AMERICAN FUNDS5+ years Filed as: CAPITAL STRATEGIES INVESTMENT Service code 28 · EIN 26-4789150 | Investment Management | $175,000 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $65,000 |
SCHULTE ROTH & ZABEL LLP5+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $60,563 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,879 |
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 | $114,024 | $99,062+15.1% | $100,391+13.6% | $99,062+15.1% |
| Participation rate | 82.7% | 71.6%+11.1pp | 81.5%+1.2pp | 71.6%+11.1pp |
| Annual return | 16.81% | 17.66%-0.8pp | 49.20%-32.4pp | 17.66%-0.8pp |
| Employer contribution / active EE | $4,320 | $3,262+32.4% | $3,942+9.6% | $3,262+32.4% |
| Participant deferral / active EE | $9,692 | $5,331+81.8% | $8,082+19.9% | $5,331+81.8% |
| Admin fee / account holder | $55 | $109-49.2% | $7,899-99.3% | $109-49.2% |