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 | $44,076 |
Filed as: MORGAN STANLEY CAPITAL MANAGEMENT Service code 28 · EIN 11-3658445 | Investment Management | $19,587 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $19,284 |
M HOLDING SECURITIES, INC.2 years Filed as: P&M HOLDING GROUP LLP Service code 10 · EIN 33-1498605 | Accounting | $16,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,056 | $80,724+15.3% | $103,333-9.9% | $74,495+24.9% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 15.24% | 27.56%-12.3pp | 24.88%-9.6pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $3,344 | $3,157+5.9% | $3,868-13.6% | $2,623+27.5% |
| Participant deferral / active EE | $10,778 | $3,860+179.2% | $5,057+113.1% | $4,346+148.0% |
| Admin fee / account holder | $349 | $2,368-85.2% | $8,355-95.8% | $1,942-82.0% |