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 |
|---|---|---|
THE PFE GROUP2 years Filed as: PFE ADVISORS, INC. Service code 28 · EIN 71-1036677 | Investment Management | $205,828 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $13,175 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,402 |
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 | $196,417 | $96,458+103.6% | $136,294+44.1% | $77,958+152.0% |
| Participation rate | 98.1% | 75.4%+22.7pp | 81.9%+16.1pp | 71.6%+26.4pp |
| Annual return | 19.42% | 23.78%-4.4pp | 5155.94%-5136.5pp | 20.87%-1.4pp |
| Employer contribution / active EE | $7,284 | $3,144+131.7% | $4,695+55.1% | $2,310+215.2% |
| Participant deferral / active EE | $12,709 | $5,902+115.3% | $6,247+103.4% | $3,537+259.4% |
| Admin fee / account holder | $59 | $80-26.9% | $9,243-99.4% | $97-39.6% |