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 |
|---|---|---|
BOWLING PORTFOLIO MANAGEMENT6+ years Service code 26 · EIN 20-1939890 | Advisory (Participants) | $65,957 |
ADP BROKER-DEALER6+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,155 |
GUIDED CHOICE1 year Service code 26 · EIN 77-0514963 | Advisory (Participants) | $870 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 71 · EIN 94-1737782 | Brokerage Fees | $245 |
ADP BROKER-DEALER5 years Service code 59 | Shareholder Servicing | $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 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 | $196,314 | $62,132+216.0% | $185,823+5.6% | $73,488+167.1% |
| Participation rate | 93.3% | 67.8%+25.4pp | 78.0%+15.2pp | 70.7%+22.6pp |
| Annual return | 10.94% | 20.44%-9.5pp | 35.95%-25.0pp | 28.51%-17.6pp |
| Employer contribution / active EE | $4,470 | $1,681+165.9% | $4,087+9.4% | $2,270+96.9% |
| Participant deferral / active EE | $6,061 | $3,711+63.3% | $5,632+7.6% | $3,740+62.1% |
| Admin fee / account holder | $503 | $419+20.1% | $9,500-94.7% | $513-2.0% |