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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $177,614 |
BFSG LLC10+ years Service code 28 · EIN 20-8532658 | Investment Management | $23,868 |
TLG ADVISORS, INC.3 years Filed as: TLG ADVISORS INC Service code 26 · EIN 84-1418169 | Advisory (Participants) | $15,602 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,162 |
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 | $147,374 | $122,693+20.1% | $184,203-20.0% | $199,593-26.2% |
| Participation rate | 96.6% | 86.8%+9.8pp | 86.8%+9.8pp | 72.0%+24.6pp |
| Annual return | 17.74% | 143.91%-126.2pp | 28.81%-11.1pp | 34.25%-16.5pp |
| Employer contribution / active EE | $2,416 | $4,584-47.3% | $6,427-62.4% | $3,034-20.4% |
| Participant deferral / active EE | $17,915 | $7,990+124.2% | $9,131+96.2% | $5,087+252.2% |
| Admin fee / account holder | $81 | $121-32.6% | $13,901-99.4% | $269-69.8% |