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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,531 |
EISNERAMPER LLP7 years Filed as: EISNER AMPER LLP Service code 10 · EIN 13-1639826 | Accounting | $31,973 |
FLAGSTAR ADVISORS INC2 years Filed as: FLAGSTAR ADVISORS Service code 28 · EIN 13-4120476 | Investment Management | $27,579 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $446,431 | $101,317+340.6% | $146,958+203.8% | $74,495+499.3% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 18.22% | 8730.91%-8712.7pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $13,213 | $3,810+246.8% | $4,933+167.9% | $2,623+403.7% |
| Participant deferral / active EE | $12,220 | $7,303+67.3% | $8,070+51.4% | $4,346+181.2% |
| Admin fee / account holder | $522 | $1,739-70.0% | $12,998-96.0% | $1,942-73.1% |