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 |
|---|---|---|
FOSTER & FOSTER3+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $32,429 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,360 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $27,899 | $42,548-34.4% | $74,550-62.6% | $56,287-50.4% |
| Participation rate | 75.5% | 60.5%+15.1pp | 69.1%+6.4pp | 69.9%+5.7pp |
| Annual return | -4.68% | 12.40%-17.1pp | 32.53%-37.2pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,582 | $2,277+13.4% | $3,108-16.9% | $3,350-22.9% |
| Admin fee / account holder | $119 | $467-74.5% | $5,060-97.6% | $521-77.2% |