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 | $107,668 |
CERITY PARTNERS4 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $15,549 |
PEKIN HARDY STRAUSS INC5 years Service code 26 · EIN 36-3667359 | Advisory (Participants) | $14,606 |
Filed as: FOCUS PARTNERS WEALTH LLC Service code 26 · EIN 90-0751149 | Advisory (Participants) | $9,583 |
BURTON ENRIGHT WELCH7 years Service code 26 · EIN 27-1702630 | Advisory (Participants) | $9,441 |
TAMMA CAPITAL LLC1 year Service code 26 · EIN 27-4355716 | Advisory (Participants) | $5,499 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,168 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $430,703 | $145,877+195.3% | $150,045+187.0% | $102,872+318.7% |
| Participation rate | 97.8% | 79.8%+17.9pp | 82.3%+15.5pp | 73.0%+24.8pp |
| Annual return | 12.02% | 21.37%-9.3pp | 62.55%-50.5pp | 19.06%-7.0pp |
| Employer contribution / active EE | $20,862 | $4,710+342.9% | $4,693+344.5% | $3,526+491.6% |
| Participant deferral / active EE | $15,878 | $9,491+67.3% | $7,997+98.5% | $5,535+186.9% |
| Admin fee / account holder | $126 | $176-28.3% | $13,435-99.1% | $292-56.8% |