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 & FOSTER10+ years Filed as: FOSTER WEALTH INC. Service code 27 5 CENTERPOINTE DRIVE · LAKE OSWEGO, OR 97035 | Advisory (Plan) | $43,579 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $6,054 |
CHARLES SCHWAB & CO., INC.10+ 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 | $37,751 | $66,098-42.9% | $101,794-62.9% | $74,304-49.2% |
| Participation rate | 90.1% | 53.8%+36.4pp | 69.2%+20.9pp | 60.3%+29.8pp |
| Annual return | 16.76% | 19.59%-2.8pp | 30.53%-13.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $2,908 | $1,082+168.9% | $2,289+27.1% | $2,241+29.8% |
| Participant deferral / active EE | $5,641 | $2,781+102.8% | $4,084+38.1% | $3,767+49.7% |
| Admin fee / account holder | $117 | $4,146-97.2% | $8,777-98.7% | $2,969-96.1% |