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) | $49,247 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $25,485 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,425 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,614 | $79,171+32.1% | $102,423+2.1% | $74,495+40.4% |
| Participation rate | 65.2% | 74.8%-9.6pp | 76.5%-11.3pp | 67.2%-2.0pp |
| Annual return | 11.89% | 54.93%-43.0pp | 29.32%-17.4pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,547 | $2,362-34.5% | $3,023-48.8% | $2,623-41.0% |
| Participant deferral / active EE | $4,341 | $4,415-1.7% | $5,053-14.1% | $4,346-0.1% |
| Admin fee / account holder | $400 | $2,001-80.0% | $9,451-95.8% | $1,942-79.4% |