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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.10+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $44,939 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $33,971 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,590 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,250 | $88,083-4.4% | $164,813-48.9% | $74,495+13.1% |
| Participation rate | 98.1% | 73.0%+25.0pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 11.09% | 17.26%-6.2pp | 69.93%-58.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,953 | $2,593-24.7% | $4,341-55.0% | $2,623-25.5% |
| Participant deferral / active EE | $5,711 | $4,498+27.0% | $6,031-5.3% | $4,346+31.4% |
| Admin fee / account holder | $318 | $2,234-85.8% | $12,690-97.5% | $1,942-83.6% |