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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,832 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $7,594 |
FINANCIAL ENGINES3 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $6,459 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $727 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $717,465 | $101,317+608.1% | $146,958+388.2% | $74,495+863.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.27% | 8730.91%-8717.6pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $10,875 | $3,810+185.4% | $4,933+120.5% | $2,623+314.6% |
| Participant deferral / active EE | $22,346 | $7,303+206.0% | $8,070+176.9% | $4,346+414.2% |
| Admin fee / account holder | $183 | $1,739-89.5% | $12,998-98.6% | $1,942-90.6% |