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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,298 |
Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $14,036 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $136 |
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 | $283,209 | $91,407+209.8% | $135,903+108.4% | $71,457+296.3% |
| Participation rate | 84.8% | 75.7%+9.1pp | 81.9%+2.9pp | 67.9%+16.9pp |
| Annual return | 14.48% | 29.90%-15.4pp | 68.23%-53.8pp | 28.85%-14.4pp |
| Employer contribution / active EE | $3,765 | $3,703+1.7% | $4,856-22.5% | $2,588+45.5% |
| Participant deferral / active EE | $7,981 | $7,092+12.5% | $7,758+2.9% | $4,289+86.1% |
| Admin fee / account holder | $379 | $1,266-70.1% | $10,762-96.5% | $1,587-76.1% |