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 | $29,292 |
Service code 26 · EIN 59-3766965 | Advisory (Participants) | $26,384 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,500 |
CHARLES SCHWAB & CO., INC.9 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 | $112,838 | $81,460+38.5% | $103,333+9.2% | $80,856+39.6% |
| Participation rate | 72.8% | 66.8%+6.0pp | 74.5%-1.7pp | 67.6%+5.2pp |
| Annual return | 11.37% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,568 | $3,105-17.3% | $3,868-33.6% | $2,755-6.8% |
| Participant deferral / active EE | $2,014 | $3,869-47.9% | $5,057-60.2% | $4,296-53.1% |
| Admin fee / account holder | $527 | $6,566-92.0% | $8,355-93.7% | $6,918-92.4% |