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 LLC5 years Service code 28 · EIN 20-8532658 | Investment Management | $201,253 |
FARBER HASS HURLEY LLP1 year Service code 10 · EIN 20-4207759 | Accounting | $12,199 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 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 | $134,016 | $110,699+21.1% | $177,821-24.6% | $90,288+48.4% |
| Participation rate | 87.3% | 88.3%-1.1pp | 87.7%-0.5pp | 73.4%+13.9pp |
| Annual return | 16.24% | 22.79%-6.5pp | 48.32%-32.1pp | 53.97%-37.7pp |
| Employer contribution / active EE | $3,285 | $4,118-20.2% | $5,918-44.5% | $2,524+30.1% |
| Participant deferral / active EE | $7,787 | $6,731+15.7% | $7,714+0.9% | $4,232+84.0% |
| Admin fee / account holder | $127 | $90+41.6% | $12,427-99.0% | $114+11.8% |