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 |
|---|---|---|
PRECEPT ADVISORY GROUP2+ years Filed as: PRECEPT GROUP Service code 28 · EIN 93-0959770 | Investment Management | $74,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $14,169 |
COHN REZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $9,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $5,419 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,484 | $50,106+266.2% | $70,014+162.1% | $57,658+218.2% |
| Participation rate | 98.3% | 70.9%+27.4pp | 71.8%+26.5pp | 70.2%+28.1pp |
| Annual return | 7.51% | 14.58%-7.1pp | 12.99%-5.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,041 | $1,739+247.3% | $2,338+158.3% | $1,974+206.0% |
| Participant deferral / active EE | $4,442 | $2,486+78.7% | $2,931+51.6% | $3,061+45.1% |
| Admin fee / account holder | $139 | $89+55.3% | $4,380-96.8% | $95+46.6% |