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 |
|---|---|---|
EISNERAMPER LLP8 years Service code 10 · EIN 13-1639826 | Accounting | $31,973 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,313 |
FLAGSTAR ADVISORS INC2 years Filed as: FLAGSTAR ADVISORS Service code 28 · EIN 13-4120476 | Investment Management | $12,421 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,336 | $101,499+70.8% | $147,005+17.9% | $74,546+132.5% |
| Participation rate | 90.2% | 75.5%+14.6pp | 82.2%+8.0pp | 67.2%+23.0pp |
| Annual return | 6.81% | 8732.34%-8725.5pp | 418.76%-411.9pp | 1366.03%-1359.2pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $15,015 | $7,304+105.6% | $8,070+86.1% | $4,347+245.4% |
| Admin fee / account holder | $328 | $1,748-81.2% | $13,006-97.5% | $1,944-83.1% |