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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,159 |
KREBER1 year Service code 10 · EIN 31-4364062 | Accounting | $16,409 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,132 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $6,074 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $8 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $94,652 | $84,487+12.0% | $125,339-24.5% | $66,914+41.5% |
| Participation rate | 95.7% | 76.4%+19.3pp | 82.4%+13.3pp | 69.8%+25.9pp |
| Annual return | -16.81% | -8.39%-8.4pp | 572.05%-588.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,323 | $3,553-6.5% | $4,814-31.0% | $2,544+30.6% |
| Participant deferral / active EE | $8,645 | $6,781+27.5% | $7,446+16.1% | $4,237+104.0% |
| Admin fee / account holder | $308 | $685-55.0% | $10,010-96.9% | $593-48.0% |