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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $402,602 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERICES INC. Service code 28 · EIN 13-2638166 | Investment Management | $150,739 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $799 |
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 | $105,091 | $117,739-10.7% | $91,541+14.8% | $117,739-10.7% |
| Participation rate | 91.3% | 76.6%+14.7pp | 69.8%+21.5pp | 76.6%+14.7pp |
| Annual return | 16.32% | 17.29%-1.0pp | 20.50%-4.2pp | 17.29%-1.0pp |
| Employer contribution / active EE | $5,065 | $3,746+35.2% | $2,505+102.2% | $3,746+35.2% |
| Participant deferral / active EE | $4,923 | $6,128-19.7% | $4,008+22.8% | $6,128-19.7% |
| Admin fee / account holder | $53 | $112-52.2% | $6,956-99.2% | $112-52.2% |