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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $298,070 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $10,987 |
KENDALL CAPITAL MANAGEMENT4 years Service code 26 · EIN 27-0111619 | Advisory (Participants) | $9,857 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $9,010 |
LMCG INVESTMENTS LLC1 year Service code 26 · EIN 27-0282607 | Advisory (Participants) | $6,837 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,094 | $106,236+22.5% | $112,228+15.9% | $64,808+100.7% |
| Participation rate | 98.2% | 71.7%+26.6pp | 75.1%+23.2pp | 71.5%+26.8pp |
| Annual return | -16.29% | -6.02%-10.3pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $6,140 | $3,166+93.9% | $3,635+68.9% | $2,506+145.0% |
| Participant deferral / active EE | $12,276 | $3,785+224.3% | $4,728+159.6% | $4,310+184.8% |
| Admin fee / account holder | $274 | $452-39.2% | $6,410-95.7% | $188+46.2% |