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 |
|---|---|---|
FOSTER GROUP5+ years Service code 27 · EIN 42-1361385 | Advisory (Plan) | $117,590 |
MILLIMAN, INC.5+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $38,784 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $14,366 |
STEELE CAPITAL MANAGEMENT, INC.5+ years Filed as: STEELE CAPITAL MANAGEMENT INC Service code 27 · EIN 42-1460565 | Advisory (Plan) | $10,466 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $3,757 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $205,648 | $52,953+288.4% | $172,739+19.1% | $65,185+215.5% |
| Participation rate | 93.1% | 66.2%+27.0pp | 82.6%+10.5pp | 70.2%+22.9pp |
| Annual return | 18.57% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $9,231 | $2,190+321.6% | $5,143+79.5% | $2,177+324.1% |
| Participant deferral / active EE | $5,955 | $2,471+141.0% | $5,198+14.6% | $3,514+69.5% |
| Admin fee / account holder | $420 | $472-11.1% | $13,954-97.0% | $847-50.4% |