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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,937 |
Filed as: NORTHEAST PROFESSIONAL PLANNIN Service code 28 · EIN 22-3349752 | Investment Management | $7,529 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,231 | $84,487+187.9% | $125,339+94.1% | $66,914+263.5% |
| Participation rate | 86.5% | 76.4%+10.1pp | 82.4%+4.2pp | 69.8%+16.7pp |
| Annual return | -16.46% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $10,662 | $3,553+200.1% | $4,814+121.5% | $2,544+319.1% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $453 | $685-33.9% | $10,010-95.5% | $593-23.7% |