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 & FOSTER7+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $36,741 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,151 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | 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 | $30,858 | $49,451-37.6% | $79,550-61.2% | $66,914-53.9% |
| Participation rate | 83.0% | 61.3%+21.6pp | 69.5%+13.5pp | 69.8%+13.2pp |
| Annual return | -15.60% | 84.25%-99.9pp | 0.16%-15.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $3,027 | $1,266+139.2% | $2,413+25.4% | $2,544+19.0% |
| Participant deferral / active EE | $5,389 | $3,159+70.6% | $3,985+35.2% | $4,237+27.2% |
| Admin fee / account holder | $116 | $595-80.4% | $6,832-98.3% | $593-80.4% |