See peer percentile detail. $4.99 for your first month.
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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 | $47,173 |
WELCH & FORBES LLC10+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $30,552 |
BIRCH HILL INVESTMENT ADVISORS10+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $10,157 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $208 |
Filed as: CHARLES SCHWAB & CO., INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $425,672 | $101,317+320.1% | $146,958+189.7% | $74,495+471.4% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 14.97% | 8730.91%-8715.9pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,046 | $3,810-72.6% | $4,933-78.8% | $2,623-60.1% |
| Participant deferral / active EE | $15,886 | $7,303+117.5% | $8,070+96.9% | $4,346+265.6% |
| Admin fee / account holder | $317 | $1,739-81.8% | $12,998-97.6% | $1,942-83.7% |