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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $150,029 |
MULTNOMAH GROUP10+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $38,030 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,136 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 | $191,607 | $53,136+260.6% | $155,509+23.2% | $199,593-4.0% |
| Participation rate | 97.5% | 64.1%+33.4pp | 78.2%+19.3pp | 72.0%+25.5pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $11,185 | $1,851+504.3% | $4,672+139.4% | $3,034+268.6% |
| Participant deferral / active EE | $8,531 | $3,161+169.9% | $5,626+51.6% | $5,087+67.7% |
| Admin fee / account holder | $100 | $185-46.0% | $15,912-99.4% | $269-62.8% |