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 | $94,243 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $50,515 |
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 | $77,413 | $49,693+55.8% | $70,515+9.8% | $74,419+4.0% |
| Participation rate | 53.9% | 64.7%-10.8pp | 68.3%-14.5pp | 70.7%-16.9pp |
| Annual return | 17.20% | 21.22%-4.0pp | 32.77%-15.6pp | 34.38%-17.2pp |
| Employer contribution / active EE | $1,254 | $1,773-29.3% | $2,973-57.8% | $2,637-52.5% |
| Participant deferral / active EE | $3,315 | $3,376-1.8% | $4,567-27.4% | $4,528-26.8% |
| Admin fee / account holder | $317 | $316+0.3% | $6,412-95.1% | $348-8.9% |