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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES INC Service code 28 · EIN 94-3250323 | Investment Management | $487,759 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,271 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,151 |
CHARLES SCHWAB & CO., INC.2 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 | $77,348 | $52,346+47.8% | $143,757-46.2% | $78,044-0.9% |
| Participation rate | 96.8% | 72.7%+24.1pp | 80.3%+16.5pp | 74.4%+22.3pp |
| Annual return | -16.03% | -14.19%-1.8pp | -0.04%-16.0pp | 10.87%-26.9pp |
| Employer contribution / active EE | $5,929 | $2,131+178.2% | $4,951+19.8% | $3,125+89.7% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $59 | $63-6.8% | $14,673-99.6% | $79-25.1% |