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.6+ years Filed as: CHARLES SCHWAB INVESTMENT MGT. CO. Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3523567 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,850 | $121,625-26.9% | $104,607-15.1% | $158,922-44.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 0.90% | 465.26%-464.4pp | 340.46%-339.6pp | 302.83%-301.9pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,097 | $4,177-73.7% | $3,740-70.7% | $5,982-81.7% |
| Admin fee / account holder | $397 | $7,787-94.9% | $6,473-93.9% | $11,246-96.5% |