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 |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 64 · EIN 38-2712991 | Recordkeeping Fees | $32,946 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,777 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,506 | $69,231-22.7% | $91,989-41.8% | $67,579-20.8% |
| Participation rate | 78.2% | 78.9%-0.7pp | 78.6%-0.4pp | 71.3%+6.9pp |
| Annual return | 21.81% | 32.03%-10.2pp | 69.02%-47.2pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,092 | $2,284-52.2% | $3,452-68.4% | $2,148-49.1% |
| Participant deferral / active EE | $3,292 | $5,854-43.8% | $5,923-44.4% | $3,539-7.0% |
| Admin fee / account holder | $95 | $107-11.3% | $7,743-98.8% | $142-33.0% |