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 | $46,915 |
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $7,634 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $125 |
CHARLES SCHWAB & CO., INC.7 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $254,304 | $101,317+151.0% | $146,958+73.0% | $74,495+241.4% |
| Participation rate | 98.5% | 75.5%+22.9pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | 13.25% | 8730.91%-8717.7pp | 418.34%-405.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,613 | $3,810-5.2% | $4,933-26.8% | $2,623+37.7% |
| Participant deferral / active EE | $8,164 | $7,303+11.8% | $8,070+1.2% | $4,346+87.9% |
| Admin fee / account holder | $314 | $1,739-82.0% | $12,998-97.6% | $1,942-83.8% |