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 |
|---|---|---|
BENEFIT FINANCIAL SERVICE2 years Service code 28 · EIN 20-8532658 | Investment Management | $289,728 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,782 |
FARBER HASS HURLEY LLP5 years Service code 10 · EIN 20-4207759 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $159,835 | $122,693+30.3% | $184,203-13.2% | $199,593-19.9% |
| Participation rate | 86.3% | 86.8%-0.5pp | 86.8%-0.5pp | 72.0%+14.3pp |
| Annual return | 15.76% | 143.91%-128.2pp | 28.81%-13.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $3,637 | $4,584-20.7% | $6,427-43.4% | $3,034+19.9% |
| Participant deferral / active EE | $9,184 | $7,990+14.9% | $9,131+0.6% | $5,087+80.6% |
| Admin fee / account holder | $210 | $121+74.5% | $13,901-98.5% | $269-21.7% |