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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $126,499 |
MULTNOMAH GROUP8+ years Filed as: MULTNOMAH GROUP INC Service code 28 · EIN 20-0361079 | Investment Management | $36,200 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $2,299 |
CHARLES SCHWAB & CO., INC.3 years 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 | $158,358 | $45,000+251.9% | $143,757+10.2% | $77,904+103.3% |
| Participation rate | 98.4% | 66.8%+31.5pp | 80.3%+18.0pp | 73.7%+24.7pp |
| Annual return | -16.78% | 29.03%-45.8pp | -0.04%-16.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $10,842 | $1,870+479.9% | $4,951+119.0% | $2,848+280.7% |
| Participant deferral / active EE | $7,710 | $3,157+144.2% | $5,637+36.8% | $4,806+60.4% |
| Admin fee / account holder | $99 | $98+0.7% | $14,673-99.3% | $133-25.2% |