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 |
|---|---|---|
ANCHIN, BLOCK & ANCHIN LLP3 years Filed as: ANCHIN BLOCK & ANCHIN LLP Service code 10 · EIN 13-0436940 | Accounting | $38,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,175 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,433 |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,767 | $89,652+402.8% | $141,162+219.3% | $65,185+591.5% |
| Participation rate | 95.6% | 74.7%+20.9pp | 82.5%+13.2pp | 70.2%+25.4pp |
| Annual return | 22.47% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $12,843 | $3,065+319.1% | $4,735+171.2% | $2,177+490.0% |
| Participant deferral / active EE | $12,933 | $5,691+127.3% | $6,709+92.8% | $3,514+268.1% |
| Admin fee / account holder | $346 | $569-39.1% | $10,261-96.6% | $847-59.2% |