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 | $38,788 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDIN Service code 28 · EIN 20-8764829 | Investment Management | $25,000 |
KATZ, SAPPER & MILLER4 years Filed as: KSM SERVICES INC Service code 10 · EIN 35-2123203 | Accounting | $17,000 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $278 |
CHARLES SCHWAB & CO., INC.2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,560 | $55,415+202.4% | $155,509+7.7% | $74,495+124.9% |
| Participation rate | 96.3% | 61.9%+34.4pp | 78.2%+18.1pp | 67.2%+29.1pp |
| Annual return | 10.55% | 268.50%-257.9pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $6,176 | $2,267+172.4% | $4,672+32.2% | $2,623+135.5% |
| Participant deferral / active EE | $7,410 | $2,836+161.3% | $5,626+31.7% | $4,346+70.5% |
| Admin fee / account holder | $518 | $1,738-70.2% | $15,912-96.7% | $1,942-73.3% |