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 |
|---|---|---|
AT INVESTMENT ADVISERS INC6 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $56,010 |
Filed as: SAGE FINANCIAL MANAGEMENT GROUP Service code 26 · EIN 20-8574983 | Advisory (Participants) | $20,657 |
MONETA GROUP LLC3 years Filed as: MONETA GROUPINVESTMENT ADV Service code 26 · EIN 20-1903821 | Advisory (Participants) | $14,831 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $10,206 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $8,359 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,348,104 | $84,487+2679.3% | $125,339+1773.4% | $66,914+3409.1% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -16.72% | -8.39%-8.3pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,624 | $6,781+71.4% | $7,446+56.1% | $4,237+174.3% |
| Admin fee / account holder | $2,080 | $685+203.7% | $10,010-79.2% | $593+250.7% |