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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $131,948 |
MULTNOMAH GROUP7 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $60,000 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $148,254 | $104,697+41.6% | $96,544+53.6% | $80,160+84.9% |
| Participation rate | 98.4% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 17.67% | 21.78%-4.1pp | 25.84%-8.2pp | 40.38%-22.7pp |
| Employer contribution / active EE | $8,841 | $3,536+150.0% | $2,965+198.2% | $2,978+196.9% |
| Participant deferral / active EE | $6,267 | $6,188+1.3% | $4,851+29.2% | $5,017+24.9% |
| Admin fee / account holder | $124 | $107+16.5% | $8,252-98.5% | $145-14.2% |