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 | $35,335 |
Service code 26 · EIN 59-3766965 | Advisory (Participants) | $29,656 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,435 |
CHARLES SCHWAB & CO., INC.7 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 | $106,088 | $64,707+64.0% | $112,228-5.5% | $68,494+54.9% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -15.00% | -11.40%-3.6pp | 27.45%-42.5pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,599 | $2,746-41.8% | $3,635-56.0% | $2,596-38.4% |
| Participant deferral / active EE | $1,992 | $3,565-44.1% | $4,728-57.9% | $4,027-50.5% |
| Admin fee / account holder | $616 | $5,232-88.2% | $6,410-90.4% | $5,403-88.6% |