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: SENSUS INVESTMENT MANAGEMENT G Service code 28 · EIN 26-1523104 | Investment Management | $87,844 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,889 | $58,347+43.8% | $85,682-2.1% | $86,799-3.4% |
| Participation rate | 62.1% | 64.9%-2.9pp | 69.9%-7.8pp | 72.3%-10.2pp |
| Annual return | 16.95% | 18.43%-1.5pp | 21.49%-4.5pp | 97.91%-81.0pp |
| Employer contribution / active EE | $1,258 | $1,751-28.2% | $2,618-52.0% | $2,405-47.7% |
| Participant deferral / active EE | $3,401 | $3,065+11.0% | $3,923-13.3% | $4,131-17.7% |
| Admin fee / account holder | $328 | $147+122.3% | $6,873-95.2% | $170+93.3% |