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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $147,911 |
CAPFINANCIAL PARTNERS LLC7 years Service code 28 · EIN 26-0058143 | Investment Management | $60,383 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $10,336 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $894 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,072 | $110,299+132.2% | $102,423+150.0% | $199,593+28.3% |
| Participation rate | 97.3% | 86.3%+11.0pp | 76.5%+20.8pp | 72.0%+25.3pp |
| Annual return | 17.78% | 35.73%-18.0pp | 29.32%-11.5pp | 34.25%-16.5pp |
| Employer contribution / active EE | $12,268 | $3,603+240.5% | $3,023+305.8% | $3,034+304.3% |
| Participant deferral / active EE | $23,765 | $6,376+272.7% | $5,053+370.3% | $5,087+367.2% |
| Admin fee / account holder | $104 | $122-14.9% | $9,451-98.9% | $269-61.3% |