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 |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $41,824 |
Service code 26 · EIN 59-3766965 | Advisory (Participants) | $34,838 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,169 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,754 | $78,672+62.4% | $109,143+17.1% | $85,850+48.8% |
| Participation rate | 84.8% | 68.3%+16.5pp | 75.9%+8.9pp | 69.3%+15.5pp |
| Annual return | 13.24% | 25.09%-11.8pp | 25.75%-12.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,305 | $2,735-15.7% | $3,722-38.1% | $2,565-10.1% |
| Participant deferral / active EE | $2,381 | $3,467-31.3% | $4,653-48.8% | $3,952-39.8% |
| Admin fee / account holder | $658 | $5,469-88.0% | $6,752-90.3% | $6,260-89.5% |