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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,416 |
HAYS FINANCIAL GROUP6+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1784898 | Investment Management | $30,000 |
Service code 28 · EIN 47-1411118 | Investment Management | $10,000 |
HUBER FINANCIAL ADVISORS LLC6+ years Service code 26 · EIN 46-2591639 | Advisory (Participants) | $6,304 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $347 |
CHARLES SCHWAB & CO., INC.3 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.
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 | $285,728 | $99,957+185.9% | $149,696+90.9% | $73,488+288.8% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 11.98% | 53.87%-41.9pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $3,785 | $3,191+18.6% | $4,644-18.5% | $2,270+66.7% |
| Participant deferral / active EE | $6,985 | $6,073+15.0% | $6,842+2.1% | $3,740+86.8% |
| Admin fee / account holder | $547 | $551-0.6% | $9,309-94.1% | $513+6.7% |