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 |
|---|---|---|
Service code 26 · EIN 42-1460565 | Advisory (Participants) | $63,800 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $27,456 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,375 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $268,015 | $101,317+164.5% | $146,958+82.4% | $74,495+259.8% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.6pp | 67.2%+26.6pp |
| Annual return | 15.89% | 8730.91%-8715.0pp | 418.34%-402.4pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $6,496 | $3,810+70.5% | $4,933+31.7% | $2,623+147.7% |
| Participant deferral / active EE | $13,026 | $7,303+78.4% | $8,070+61.4% | $4,346+199.7% |
| Admin fee / account holder | $519 | $1,739-70.2% | $12,998-96.0% | $1,942-73.3% |