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 LLC4 years Service code 28 · EIN 20-8532658 | Investment Management | $110,892 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,898 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $115,555 | $95,776+20.7% | $162,163-28.7% | $77,787+48.6% |
| Participation rate | 86.8% | 88.6%-1.8pp | 87.6%-0.7pp | 73.2%+13.6pp |
| Annual return | 21.52% | 37.03%-15.5pp | 115.59%-94.1pp | 32.57%-11.1pp |
| Employer contribution / active EE | $3,088 | $3,874-20.3% | $5,614-45.0% | $2,504+23.3% |
| Participant deferral / active EE | $7,581 | $6,125+23.8% | $7,298+3.9% | $3,967+91.1% |
| Admin fee / account holder | $99 | $88+12.7% | $10,843-99.1% | $100-1.2% |