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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $134,963 |
PENNSYLVANIA TRUST2+ years Service code 26 · EIN 27-4768360 | Advisory (Participants) | $26,944 |
FISHER INVESTMENTS2+ years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $19,064 |
MB LEVIS & ASSOCIATES LLC2+ years Service code 26 · EIN 45-5079551 | Advisory (Participants) | $12,373 |
Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $11,417 |
Service code 26 · EIN 23-1662853 | Advisory (Participants) | $10,472 |
INDEPENDENCE ADVISORS LLC2+ years Service code 26 · EIN 27-2262116 | Advisory (Participants) | $8,363 |
Filed as: AXA DISTRIBUTION HOLDING CORP Service code 28 · EIN 13-4078005 | Investment Management | $7,433 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AFFILIATES 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,807 | $36,916+844.9% | $156,549+122.8% | $57,658+505.0% |
| Participation rate | 90.7% | 63.4%+27.2pp | 84.0%+6.7pp | 70.2%+20.4pp |
| Annual return | 5.28% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.1pp |
| Employer contribution / active EE | $17,304 | $1,571+1001.8% | $5,501+214.6% | $1,974+776.7% |
| Participant deferral / active EE | $13,933 | $1,926+623.6% | $4,871+186.0% | $3,061+355.3% |
| Admin fee / account holder | $743 | $82+800.3% | $13,027-94.3% | $95+685.6% |