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: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $37,951 |
MORISON COGEN LLP3 years Service code 10 · EIN 23-1406493 | Accounting | $36,750 |
Service code 28 · EIN 13-2638166 | Investment Management | $32,552 |
Filed as: UBS AG Service code 28 · EIN 13-2982996 | Investment Management | $25,000 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,462 | $80,138+32.8% | $130,231-18.3% | $71,457+49.0% |
| Participation rate | 91.8% | 71.0%+20.8pp | 76.3%+15.5pp | 67.9%+23.9pp |
| Annual return | 17.66% | 16.81%+0.8pp | 38.77%-21.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | -$31 | $2,834-101.1% | $4,126-100.8% | $2,588-101.2% |
| Participant deferral / active EE | $8,498 | $4,641+83.1% | $6,799+25.0% | $4,289+98.2% |
| Admin fee / account holder | $319 | $1,035-69.1% | $6,020-94.7% | $1,587-79.9% |