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 | $111,646 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,653 |
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 | $85,741 | $55,416+54.7% | $75,972+12.9% | $77,643+10.4% |
| Participation rate | 54.4% | 63.6%-9.2pp | 69.1%-14.7pp | 70.6%-16.2pp |
| Annual return | 14.79% | 17.07%-2.3pp | 359.55%-344.8pp | 31.24%-16.4pp |
| Employer contribution / active EE | $1,206 | $1,788-32.5% | $2,685-55.1% | $2,726-55.7% |
| Participant deferral / active EE | $3,211 | $3,447-6.9% | $4,255-24.5% | $4,647-30.9% |
| Admin fee / account holder | $348 | $414-15.8% | $6,467-94.6% | $430-19.1% |