See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BFSG LLC5+ years Service code 28 · EIN 20-8532658 | Investment Management | $50,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,761 |
Service code 26 · EIN 95-4806910 | Advisory (Participants) | $19,807 |
Filed as: KRAVITZ INC Service code 28 · EIN 95-3207191 | Investment Management | $12,750 |
MATSON MONEY INC4 years Service code 26 · EIN 31-1334658 | Advisory (Participants) | $7,659 |
Service code 26 · EIN 47-4361660 | Advisory (Participants) | $5,562 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4,380 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,075 | $88,122+219.0% | $141,162+99.1% | $67,579+315.9% |
| Participation rate | 93.8% | 76.5%+17.4pp | 82.5%+11.3pp | 71.3%+22.5pp |
| Annual return | 43.39% | 75.40%-32.0pp | 71.39%-28.0pp | 378.56%-335.2pp |
| Employer contribution / active EE | $7,766 | $3,224+140.8% | $4,735+64.0% | $2,148+261.6% |
| Participant deferral / active EE | $9,355 | $5,958+57.0% | $6,709+39.4% | $3,539+164.3% |
| Admin fee / account holder | $190 | $131+45.4% | $10,261-98.1% | $142+33.7% |