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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $117,804 |
MULTNOMAH GROUP8 years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $61,125 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $163,651 | $110,299+48.4% | $102,423+59.8% | $199,593-18.0% |
| Participation rate | 96.4% | 86.3%+10.1pp | 76.5%+19.9pp | 72.0%+24.4pp |
| Annual return | 12.54% | 35.73%-23.2pp | 29.32%-16.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $8,502 | $3,603+136.0% | $3,023+181.2% | $3,034+180.2% |
| Participant deferral / active EE | $6,105 | $6,376-4.3% | $5,053+20.8% | $5,087+20.0% |
| Admin fee / account holder | $118 | $122-3.7% | $9,451-98.8% | $269-56.2% |