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 | $126,213 |
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,295 |
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 | $95,459 | $57,831+65.1% | $82,389+15.9% | $85,563+11.6% |
| Participation rate | 54.8% | 55.0%-0.2pp | 69.5%-14.8pp | 66.0%-11.2pp |
| Annual return | 13.73% | 17.86%-4.1pp | 28.67%-14.9pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,208 | $1,643-26.5% | $2,517-52.0% | $2,654-54.5% |
| Participant deferral / active EE | $3,252 | $3,118+4.3% | $4,155-21.7% | $4,375-25.7% |
| Admin fee / account holder | $381 | $1,391-72.6% | $7,231-94.7% | $834-54.3% |