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 |
|---|---|---|
ALLIANCE PENSION CONSULTANTS, LLC10+ years Service code 15 · EIN 36-4389114 | Recordkeeping | $72,537 |
HARBOR FINANCIAL RESOURCES, INC.10+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $25,000 |
CORIENT PRIVATE WEALTH LLC2 years Service code 27 · EIN 88-0967642 | Advisory (Plan) | $6,208 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $1,609 |
CHARLES SCHWAB & CO., INC.10+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $11 |
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 | $223,819 | $88,083+154.1% | $164,813+35.8% | $74,495+200.4% |
| Participation rate | 92.2% | 73.0%+19.2pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 13.19% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $5,056 | $2,593+95.0% | $4,341+16.5% | $2,623+92.8% |
| Participant deferral / active EE | $14,277 | $4,498+217.4% | $6,031+136.7% | $4,346+228.5% |
| Admin fee / account holder | $355 | $2,234-84.1% | $12,690-97.2% | $1,942-81.7% |