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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,184 |
HIGHLAND CONSULTING ASSOCIATES11+ years Service code 28 · EIN 34-1753575 | Investment Management | $52,156 |
WILLIAM VAUGHAN COMPANY7 years Service code 28 · EIN 34-1145015 | Investment Management | $18,400 |
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 | $134,205 | $124,732+7.6% | $180,183-25.5% | $85,563+56.8% |
| Participation rate | 92.8% | 83.2%+9.7pp | 77.4%+15.4pp | 66.0%+26.9pp |
| Annual return | 14.66% | 17.73%-3.1pp | 27.86%-13.2pp | 31.51%-16.9pp |
| Employer contribution / active EE | $3,305 | $5,370-38.5% | $5,039-34.4% | $2,654+24.5% |
| Participant deferral / active EE | $6,495 | $7,763-16.3% | $6,822-4.8% | $4,375+48.5% |
| Admin fee / account holder | $324 | $294+10.5% | $19,975-98.4% | $834-61.1% |