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: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $44,245 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,940 |
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 | $153,138 | $80,731+89.7% | $103,374+48.1% | $74,546+105.4% |
| Participation rate | 81.4% | 65.7%+15.7pp | 74.5%+6.8pp | 67.2%+14.1pp |
| Annual return | 9.61% | 27.56%-18.0pp | 24.89%-15.3pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $7,544 | $3,158+138.9% | $3,869+95.0% | $2,624+187.5% |
| Participant deferral / active EE | $5,511 | $3,860+42.8% | $5,058+9.0% | $4,347+26.8% |
| Admin fee / account holder | $489 | $2,369-79.3% | $8,394-94.2% | $1,944-74.8% |