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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,063 |
Filed as: MORGAN STANLEY DOMESTIC HOLDIN Service code 28 · EIN 20-8764829 | Investment Management | $18,342 |
KATZ, SAPPER & MILLER2 years Filed as: KSM SERVICES INC Service code 10 · EIN 35-2123203 | Accounting | $12,107 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $9,804 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $121 |
CHARLES SCHWAB & CO., INC.8+ 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 | $126,572 | $65,061+94.5% | $143,757-12.0% | $66,914+89.2% |
| Participation rate | 97.2% | 65.2%+32.1pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -16.72% | -11.14%-5.6pp | -0.04%-16.7pp | 1.58%-18.3pp |
| Employer contribution / active EE | $5,725 | $2,361+142.5% | $4,951+15.6% | $2,544+125.0% |
| Participant deferral / active EE | $6,337 | $2,919+117.1% | $5,637+12.4% | $4,237+49.6% |
| Admin fee / account holder | $462 | $502-8.0% | $14,673-96.9% | $593-22.2% |