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 15 · EIN 16-1450952 | Recordkeeping | $36,386 |
CLAYTON FINANCIAL GROUP, LLC7 years Service code 27 · EIN 47-3829020 | Advisory (Plan) | $29,399 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,244 |
CHARLES SCHWAB & CO., INC.4 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,124 | $102,553-15.0% | $151,611-42.5% | $66,914+30.2% |
| Participation rate | 92.7% | 85.5%+7.2pp | 87.5%+5.2pp | 69.8%+22.9pp |
| Annual return | -16.05% | -10.82%-5.2pp | 3.33%-19.4pp | 1.58%-17.6pp |
| Employer contribution / active EE | $5,374 | $4,180+28.6% | $6,166-12.8% | $2,544+111.2% |
| Participant deferral / active EE | $5,272 | $6,641-20.6% | $8,363-37.0% | $4,237+24.4% |
| Admin fee / account holder | $368 | $630-41.6% | $11,616-96.8% | $593-38.1% |