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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,441 |
MULTNOMAH GROUP6 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $115,980 | $130,141-10.9% | $86,677+33.8% | $77,904+48.9% |
| Participation rate | 96.7% | 85.9%+10.8pp | 76.6%+20.1pp | 73.7%+23.0pp |
| Annual return | -15.79% | -12.75%-3.0pp | 35.91%-51.7pp | 12.21%-28.0pp |
| Employer contribution / active EE | $7,521 | $3,220+133.6% | $2,836+165.2% | $2,848+164.1% |
| Participant deferral / active EE | $4,753 | $5,757-17.4% | $4,656+2.1% | $4,806-1.1% |
| Admin fee / account holder | $107 | $132-18.7% | $7,493-98.6% | $133-19.1% |