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 | $30,039 |
Service code 26 · EIN 59-3766965 | Advisory (Participants) | $24,834 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,396 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 | Shareholder Servicing | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,443 | $73,933+56.1% | $96,683+19.4% | $75,163+53.6% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 14.59% | 26.70%-12.1pp | 35.69%-21.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,206 | $2,928-58.8% | $3,737-67.7% | $2,670-54.8% |
| Participant deferral / active EE | $1,731 | $3,659-52.7% | $4,878-64.5% | $4,125-58.0% |
| Admin fee / account holder | $538 | $5,216-89.7% | $6,730-92.0% | $5,651-90.5% |