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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,949 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $19,500 |
AVID WEALTH PARTNERS LLC2 years Service code 26 · EIN 85-1104557 | Advisory (Participants) | $17,725 |
FISHER INVESTMENTS4 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,442 |
TACTIVE ADVISORS LLC1 year Service code 26 · EIN 85-0638743 | Advisory (Participants) | $5,528 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,098 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,778 | $90,348+79.1% | $75,972+112.9% | $145,922+10.9% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 11.12% | 620.88%-609.8pp | 359.55%-348.4pp | 561.29%-550.2pp |
| Employer contribution / active EE | $260,337 | $3,311+7762.6% | $2,685+9596.5% | $4,660+5487.1% |
| Participant deferral / active EE | $488,168 | $5,162+9357.6% | $4,255+11371.6% | $6,688+7199.5% |
| Admin fee / account holder | $463 | $8,467-94.5% | $6,467-92.8% | $13,397-96.5% |