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 |
|---|---|---|
BFSG LLC1+ years Service code 28 · EIN 20-8532658 | Investment Management | $29,370 |
BKD, LLP1+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,968 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,962 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,256 | $68,413+17.3% | $123,104-34.8% | $55,191+45.4% |
| Participation rate | 89.8% | 84.5%+5.3pp | 86.8%+3.1pp | 69.2%+20.7pp |
| Annual return | 2.70% | 6.30%-3.6pp | 13.22%-10.5pp | 10.78%-8.1pp |
| Employer contribution / active EE | $739 | $3,050-75.8% | $5,151-85.7% | $1,899-61.1% |
| Participant deferral / active EE | $10,578 | $4,490+135.6% | $6,230+69.8% | $3,046+247.2% |
| Admin fee / account holder | $37 | $88-57.8% | $9,015-99.6% | $91-59.2% |