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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,353 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 28 · EIN 34-1753575 | Investment Management | $50,149 |
WILLIAM VAUGHAN COMPANY6 years Service code 10 · EIN 34-1145015 | Accounting | $24,600 |
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 | $121,598 | $96,486+26.0% | $153,485-20.8% | $77,643+56.6% |
| Participation rate | 92.1% | 81.6%+10.5pp | 77.1%+15.0pp | 70.6%+21.5pp |
| Annual return | 15.37% | 14.44%+0.9pp | 15.65%-0.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $3,031 | $5,224-42.0% | $5,039-39.8% | $2,726+11.2% |
| Participant deferral / active EE | $6,344 | $6,609-4.0% | $6,757-6.1% | $4,647+36.5% |
| Admin fee / account holder | $332 | $182+82.1% | $12,724-97.4% | $430-22.8% |