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 |
|---|---|---|
ALPHAPOINT, INC.9+ years Service code 28 · EIN 14-1884337 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,703 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $517,328 | $95,274+443.0% | $135,903+280.7% | $74,419+595.2% |
| Participation rate | 90.3% | 78.2%+12.2pp | 81.9%+8.4pp | 70.7%+19.6pp |
| Annual return | 18.70% | 32.77%-14.1pp | 68.23%-49.5pp | 34.38%-15.7pp |
| Employer contribution / active EE | $20,443 | $3,874+427.7% | $4,856+321.0% | $2,637+675.1% |
| Participant deferral / active EE | $13,133 | $7,782+68.8% | $7,758+69.3% | $4,528+190.0% |
| Admin fee / account holder | $63 | $266-76.3% | $10,762-99.4% | $348-81.9% |