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 | $34,439 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY DOMESTIC HOLDIN Service code 28 · EIN 20-8764829 | Investment Management | $25,062 |
KATZ, SAPPER & MILLER1 year Filed as: KSM BUSINESS SERVICES INC Service code 10 · EIN 35-2123203 | Accounting | $8,250 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $45 |
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 | $155,960 | $61,272+154.5% | $149,673+4.2% | $71,457+118.3% |
| Participation rate | 96.4% | 62.5%+33.9pp | 78.8%+17.6pp | 67.9%+28.4pp |
| Annual return | 15.53% | 35.85%-20.3pp | 134.42%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $6,306 | $2,378+165.2% | $4,818+30.9% | $2,588+143.7% |
| Participant deferral / active EE | $6,914 | $2,917+137.0% | $5,680+21.7% | $4,289+61.2% |
| Admin fee / account holder | $428 | $1,261-66.0% | $13,210-96.8% | $1,587-73.0% |