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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $312,716 |
MOSS LEVY AND HARTZHEIM LLP5+ years Service code 10 · EIN 75-3194011 | Accounting | $9,750 |
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 | $38,224 | $66,051-42.1% | $92,893-58.9% | $77,787-50.9% |
| Participation rate | 96.9% | 81.0%+15.9pp | 76.0%+20.9pp | 73.2%+23.6pp |
| Annual return | 20.05% | 20.69%-0.6pp | 109.41%-89.4pp | 32.57%-12.5pp |
| Employer contribution / active EE | $1,111 | $3,426-67.6% | $3,653-69.6% | $2,504-55.7% |
| Participant deferral / active EE | $4,401 | $3,013+46.1% | $4,236+3.9% | $3,967+10.9% |
| Admin fee / account holder | $117 | $148-20.7% | $5,794-98.0% | $100+17.2% |