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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,050 |
WELCH & FORBES LLC4+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $39,842 |
PINNEY & SCOFIELD INC1 year Service code 26 · EIN 87-0699734 | Advisory (Participants) | $10,792 |
BIRCH HILL INVESTMENT ADVISORS4+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,440 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,688 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $305,777 | $73,102+318.3% | $123,544+147.5% | $56,287+443.2% |
| Participation rate | 98.1% | 74.3%+23.8pp | 82.3%+15.8pp | 69.9%+28.2pp |
| Annual return | -1.29% | 3.01%-4.3pp | 119.20%-120.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $861 | $2,977-71.1% | $4,628-81.4% | $2,111-59.2% |
| Participant deferral / active EE | $12,256 | $5,423+126.0% | $6,426+90.7% | $3,350+265.9% |
| Admin fee / account holder | $440 | $554-20.5% | $9,284-95.3% | $521-15.5% |