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 | $140,220 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,487 |
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.
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 | $89,162 | $73,404+21.5% | $87,100+2.4% | $67,579+31.9% |
| Participation rate | 91.9% | 80.9%+11.0pp | 76.9%+15.0pp | 71.3%+20.6pp |
| Annual return | 17.07% | 48.29%-31.2pp | 28.19%-11.1pp | 378.56%-361.5pp |
| Employer contribution / active EE | $12,590 | $2,014+525.1% | $2,521+399.3% | $2,148+486.2% |
| Participant deferral / active EE | $2,811 | $3,913-28.1% | $4,049-30.6% | $3,539-20.6% |
| Admin fee / account holder | $333 | $142+135.2% | $7,497-95.6% | $142+134.1% |