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 |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $44,153 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,842 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $19,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $41 |
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 | $83,330 | $92,055-9.5% | $106,213-21.5% | $77,643+7.3% |
| Participation rate | 65.2% | 81.0%-15.8pp | 75.3%-10.1pp | 70.6%-5.3pp |
| Annual return | 12.56% | 17.91%-5.3pp | 116.14%-103.6pp | 31.24%-18.7pp |
| Employer contribution / active EE | $3,869 | $3,367+14.9% | $3,171+22.0% | $2,726+41.9% |
| Participant deferral / active EE | $8,236 | $5,386+52.9% | $5,016+64.2% | $4,647+77.2% |
| Admin fee / account holder | $228 | $219+3.9% | $11,033-97.9% | $430-47.1% |