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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,063 |
Filed as: ANCHIN BLOCK ANCHIN LLP Service code 10 · EIN 13-0436940 | Accounting | $32,800 |
Filed as: DM DIPIERO FAMILY TRUST FBO DM Service code 28 · EIN 37-6572947 | Investment Management | $25,960 |
AMERICAN FUNDS1 year Filed as: NEWPORT CAPITAL GROUP, LLC Service code 28 · EIN 86-1109193 | Investment Management | $25,960 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $731 |
CHARLES SCHWAB & CO., INC.5 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $498,501 | $91,407+445.4% | $135,903+266.8% | $71,457+597.6% |
| Participation rate | 89.2% | 75.7%+13.6pp | 81.9%+7.3pp | 67.9%+21.3pp |
| Annual return | 19.90% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $13,890 | $3,703+275.0% | $4,856+186.0% | $2,588+436.8% |
| Participant deferral / active EE | $14,616 | $7,092+106.1% | $7,758+88.4% | $4,289+240.8% |
| Admin fee / account holder | $588 | $1,266-53.6% | $10,762-94.5% | $1,587-63.0% |