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 |
|---|---|---|
Filed as: MORGAN STANLEY GLOBAL Service code 28 · EIN 26-4310632 | Investment Management | $60,444 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,259 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $4 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,852 | $71,516+200.4% | $98,439+118.3% | $71,457+200.7% |
| Participation rate | 97.9% | 72.7%+25.2pp | 75.2%+22.7pp | 67.9%+30.0pp |
| Annual return | 17.03% | 32.41%-15.4pp | 21.16%-4.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $4,560 | $2,399+90.1% | $3,048+49.6% | $2,588+76.2% |
| Participant deferral / active EE | $9,880 | $4,109+140.5% | $4,738+108.5% | $4,289+130.4% |
| Admin fee / account holder | $454 | $1,675-72.9% | $8,948-94.9% | $1,587-71.4% |