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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,984 |
EXCHANGE CAPITAL MANAGEMENT8 years Service code 26 · EIN 38-2901720 | Advisory (Participants) | $23,339 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $81 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,369 | $101,499+145.7% | $147,005+69.6% | $74,546+234.5% |
| Participation rate | 96.7% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.5pp |
| Annual return | 10.73% | 8732.34%-8721.6pp | 418.76%-408.0pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $6,335 | $3,811+66.2% | $4,934+28.4% | $2,624+141.4% |
| Participant deferral / active EE | $8,832 | $7,304+20.9% | $8,070+9.5% | $4,347+103.2% |
| Admin fee / account holder | $440 | $1,748-74.9% | $13,006-96.6% | $1,944-77.4% |