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 | $8,278 |
PRIVATE OCEAN4 years Service code 26 · EIN 20-5742052 | Advisory (Participants) | $6,633 |
ABOUND WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 81-4120898 | Advisory (Participants) | $6,316 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $747 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,294 | $55,415+736.0% | $155,509+197.9% | $74,495+521.9% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.4pp | 67.2%+32.3pp |
| Annual return | 27.32% | 268.50%-241.2pp | 64.67%-37.4pp | 1364.94%-1337.6pp |
| Employer contribution / active EE | $23,153 | $2,267+921.3% | $4,672+395.5% | $2,623+782.7% |
| Participant deferral / active EE | $17,288 | $2,836+509.6% | $5,626+207.3% | $4,346+297.8% |
| Admin fee / account holder | $98 | $1,738-94.4% | $15,912-99.4% | $1,942-95.0% |