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 |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS Service code 28 · EIN 47-5476782 | Investment Management | $74,133 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $50,527 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,224 | $104,475+26.6% | $159,436-17.1% | $79,386+66.6% |
| Participation rate | 72.2% | 76.6%-4.4pp | 82.8%-10.6pp | 70.7%+1.5pp |
| Annual return | 16.46% | 67.95%-51.5pp | 263.57%-247.1pp | 116.85%-100.4pp |
| Employer contribution / active EE | $427 | $3,417-87.5% | $4,829-91.2% | $2,427-82.4% |
| Participant deferral / active EE | $6,081 | $6,467-6.0% | $7,352-17.3% | $4,046+50.3% |
| Admin fee / account holder | $519 | $711-27.0% | $10,799-95.2% | $626-17.1% |