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 GROUP3+ years Filed as: PRECEPT GROUP Service code 28 · EIN 93-0959770 | Investment Management | $74,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $14,443 |
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER KAPLAN ARASE & CO LLP Service code 10 · EIN 95-2036255 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $3,033 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $183,647 | $53,925+240.6% | $75,670+142.7% | $69,631+163.7% |
| Participation rate | 98.1% | 71.2%+26.9pp | 72.3%+25.7pp | 70.7%+27.4pp |
| Annual return | 16.14% | 17.84%-1.7pp | 27.34%-11.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $5,683 | $1,802+215.4% | $2,352+141.7% | $2,032+179.7% |
| Participant deferral / active EE | $4,523 | $2,569+76.0% | $3,142+43.9% | $3,224+40.3% |
| Admin fee / account holder | $124 | $97+27.3% | $5,800-97.9% | $110+12.0% |