See peer percentile detail. $4.99 for your first month.
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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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,695 |
HAYS FINANCIAL GROUP8+ years Filed as: THE HAYS GROUP INC Service code 28 · EIN 41-1798583 | Investment Management | $30,000 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT WEALTH MANAGEMENT Service code 26 · EIN 36-3859937 | Advisory (Participants) | $13,794 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $218 |
CHARLES SCHWAB & CO., INC.5 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $258,255 | $84,487+205.7% | $125,339+106.0% | $66,914+285.9% |
| Participation rate | 96.4% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.6pp |
| Annual return | -14.62% | -8.39%-6.2pp | 572.05%-586.7pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,874 | $3,553+9.0% | $4,814-19.5% | $2,544+52.2% |
| Participant deferral / active EE | $8,231 | $6,781+21.4% | $7,446+10.5% | $4,237+94.3% |
| Admin fee / account holder | $523 | $685-23.7% | $10,010-94.8% | $593-11.9% |