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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $330,706 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $12,031 |
KENDALL CAPITAL MANAGEMENT5 years Service code 26 · EIN 27-0111619 | Advisory (Participants) | $10,419 |
LMCG INVESTMENTS LLC2 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $8,575 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,925 |
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 | $152,462 | $92,971+64.0% | $96,683+57.7% | $74,419+104.9% |
| Participation rate | 98.3% | 71.5%+26.7pp | 74.3%+23.9pp | 70.7%+27.5pp |
| Annual return | 18.83% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.5pp |
| Employer contribution / active EE | $6,500 | $3,426+89.8% | $3,737+74.0% | $2,637+146.5% |
| Participant deferral / active EE | $12,993 | $3,970+227.3% | $4,878+166.4% | $4,528+186.9% |
| Admin fee / account holder | $284 | $633-55.1% | $6,730-95.8% | $348-18.2% |