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 |
|---|---|---|
HEARTLAND TRUST COMPANY7 years Service code 21 · EIN 45-0414941 | Bank Trustee | $140,241 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,379 |
EIDE BAILLY LLP7 years Service code 10 · EIN 45-0250958 | Accounting | $11,576 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $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 | $134,126 | $87,870+52.6% | $113,168+18.5% | $74,304+80.5% |
| Participation rate | 98.7% | 70.7%+28.0pp | 76.6%+22.1pp | 60.3%+38.4pp |
| Annual return | 16.40% | 26.44%-10.0pp | 24.27%-7.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $3,752 | $2,277+64.8% | $2,975+26.1% | $2,241+67.4% |
| Participant deferral / active EE | $7,608 | $4,241+79.4% | $5,107+49.0% | $3,767+101.9% |
| Admin fee / account holder | $529 | $3,368-84.3% | $12,068-95.6% | $2,969-82.2% |