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 | $44,315 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 94-3250032 | Advisory (Participants) | $5,278 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,020 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $567,255 | $84,487+571.4% | $125,339+352.6% | $66,914+747.7% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.1pp | 69.8%+29.7pp |
| Annual return | -13.35% | -8.39%-5.0pp | 572.05%-585.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $9,871 | $3,553+177.8% | $4,814+105.1% | $2,544+288.0% |
| Participant deferral / active EE | $20,896 | $6,781+208.1% | $7,446+180.6% | $4,237+393.2% |
| Admin fee / account holder | $171 | $685-75.0% | $10,010-98.3% | $593-71.2% |