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 & FOSTER9+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $41,938 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,450 |
CHARLES SCHWAB & CO., INC.9+ 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 | $37,962 | $59,417-36.1% | $93,606-59.4% | $74,495-49.0% |
| Participation rate | 88.8% | 59.7%+29.2pp | 68.7%+20.1pp | 67.2%+21.6pp |
| Annual return | 11.09% | 81.83%-70.7pp | 133.20%-122.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $2,771 | $1,264+119.3% | $2,420+14.5% | $2,623+5.6% |
| Participant deferral / active EE | $5,432 | $3,050+78.1% | $4,411+23.1% | $4,346+25.0% |
| Admin fee / account holder | $111 | $3,021-96.3% | $8,285-98.7% | $1,942-94.3% |