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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $99,549 |
MERCER1 year Service code 28 · EIN 30-0282430 | Investment Management | $27,093 |
Service code 10 · EIN 77-0573994 | Accounting | $6,966 |
STEEL PEAK WEALTH MGMT LLC3 years Service code 26 · EIN 46-1173026 | Advisory (Participants) | $5,713 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $831 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,222 | $61,473+2.8% | $81,930-22.8% | $73,409-13.9% |
| Participation rate | 90.9% | 72.4%+18.5pp | 72.0%+18.9pp | 72.2%+18.7pp |
| Annual return | 17.04% | 28.26%-11.2pp | 29.49%-12.4pp | 59.29%-42.3pp |
| Employer contribution / active EE | $3,691 | $1,898+94.5% | $4,310-14.4% | $2,234+65.2% |
| Participant deferral / active EE | $4,810 | $3,080+56.2% | $7,107-32.3% | $3,805+26.4% |
| Admin fee / account holder | $125 | $125-0.1% | $5,158-97.6% | $158-20.6% |