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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,999 |
KREBER4 years Service code 10 · EIN 31-4364062 | Accounting | $22,645 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $12,934 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $764 |
CHARLES SCHWAB & CO., INC.4 years 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 | $136,898 | $109,881+24.6% | $150,045-8.8% | $84,808+61.4% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 14.25% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,817 | $3,561-49.0% | $4,693-61.3% | $2,631-30.9% |
| Participant deferral / active EE | $9,957 | $6,636+50.0% | $7,997+24.5% | $4,212+136.4% |
| Admin fee / account holder | $445 | $8,568-94.8% | $13,435-96.7% | $7,344-93.9% |