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 |
|---|---|---|
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $46 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,201 | $52,293+789.6% | $178,490+160.6% | $73,409+533.7% |
| Participation rate | 90.7% | 65.3%+25.3pp | 81.9%+8.8pp | 72.2%+18.5pp |
| Annual return | 14.57% | 34.75%-20.2pp | 151.07%-136.5pp | 59.29%-44.7pp |
| Employer contribution / active EE | $15,731 | $1,735+806.5% | $5,011+213.9% | $2,234+604.3% |
| Participant deferral / active EE | $13,255 | $2,332+468.3% | $5,202+154.8% | $3,805+248.3% |
| Admin fee / account holder | $455 | $127+257.2% | $13,984-96.7% | $158+188.1% |