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.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 13 · EIN 42-1558009 2360 CORPORATE CIRCLE · HENDERSON, NC 89074 | Contract Administrator | $40,057 |
WESPAC PLAN SERVICES, LLC4 years Service code 13 · EIN 26-2824865 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Contract Administrator | $24,455 |
WESPAC PLAN SERVICES, LLC4 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY, SUITE 100-B · ORINDA, CA 94563 | Advisory (Participants) | $22,865 |
CERITY PARTNERS2 years Filed as: CERITY PARTNERS, LLC Service code 26 · EIN 82-3417410 345 CALIFORNIA STREET · SAN FRANCISCO, CA 94104 | Advisory (Participants) | $1 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,960 | $55,415+51.5% | $155,509-46.0% | $74,495+12.7% |
| Participation rate | 73.1% | 61.9%+11.2pp | 78.2%-5.1pp | 67.2%+5.9pp |
| Annual return | 13.18% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $7,229 | $2,267+218.9% | $4,672+54.7% | $2,623+175.6% |
| Participant deferral / active EE | $2,960 | $2,836+4.4% | $5,626-47.4% | $4,346-31.9% |
| Admin fee / account holder | $457 | $1,738-73.7% | $15,912-97.1% | $1,942-76.4% |