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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $84,240 |
ANCORA ADVISORS6 years Filed as: ANCORA FAMILY WEALTH ADVISORS Service code 26 · EIN 41-2071875 | Advisory (Participants) | $63,170 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $35,421 |
Filed as: MAI CAPITAL MANAGEMENT LLC Service code 26 · EIN 61-1495162 | Advisory (Participants) | $5,887 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $404 |
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.)
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 | $284,646 | $95,274+198.8% | $135,903+109.4% | $74,419+282.5% |
| Participation rate | 98.3% | 78.2%+20.2pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 22.30% | 32.77%-10.5pp | 68.23%-45.9pp | 34.38%-12.1pp |
| Employer contribution / active EE | $13,210 | $3,874+241.0% | $4,856+172.0% | $2,637+400.9% |
| Participant deferral / active EE | $13,372 | $7,782+71.8% | $7,758+72.4% | $4,528+195.3% |
| Admin fee / account holder | $454 | $266+70.5% | $10,762-95.8% | $348+30.4% |