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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $123,773 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 28 · EIN 59-1327041 | Investment Management | $52,444 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BENEFIT Service code 28 · EIN 55-0672859 | Investment Management | $18,910 |
WICKENS, HERZER, PANZA, COOKE3+ years Filed as: WICKENS HERZER PANZA COOK & BATISTA Service code 29 · EIN 34-1205692 | Legal | $18,720 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $13,450 |
RUBLE, ROBERT T2 years Service code 28 · EIN 42-1558009 | Investment Management | $5,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,583 | $81,537+84.7% | $149,718+0.6% | $69,631+116.3% |
| Participation rate | 58.9% | 86.1%-27.3pp | 87.1%-28.2pp | 70.7%-11.8pp |
| Annual return | 16.51% | 22.79%-6.3pp | 1501.63%-1485.1pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $4,446 | $3,239+37.3% | $5,445-18.3% | $2,032+118.8% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $571 | $107+434.6% | $11,283-94.9% | $110+417.3% |