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 | $118,505 |
ALPHAPOINT, INC.1 year Filed as: ALPHAPOINT INC Service code 28 · EIN 14-1884337 | Investment Management | $22,500 |
EP WEALTH ADVISORS LLC2 years Service code 26 · EIN 33-0152539 | Advisory (Participants) | $9,187 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $232 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $203,708 | $122,186+66.7% | $146,958+38.6% | $199,593+2.1% |
| Participation rate | 91.2% | 78.3%+12.9pp | 82.2%+9.1pp | 72.0%+19.2pp |
| Annual return | 16.28% | 30.56%-14.3pp | 418.34%-402.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $4,612 | $4,093+12.7% | $4,933-6.5% | $3,034+52.0% |
| Participant deferral / active EE | $10,614 | $8,502+24.8% | $8,070+31.5% | $5,087+108.7% |
| Admin fee / account holder | $101 | $179-43.6% | $12,998-99.2% | $269-62.5% |