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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,633 |
SUTTLE & STALNAKER, PLLC9+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $17,675 |
JOHN F. DASCOLI, PLLC8+ years Service code 29 · EIN 20-5780253 | Legal | $17,413 |
STANDARD VALUATIONS1 year Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327339 | Investment Management | $16,000 |
Service code 28 · EIN 23-7327917 | Investment Management | $10,450 |
Service code 28 · EIN 06-0566050 | Investment Management | $10,440 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,015 | $92,971-13.9% | $96,683-17.2% | $74,419+7.5% |
| Participation rate | 48.5% | 71.5%-23.1pp | 74.3%-25.9pp | 70.7%-22.2pp |
| Annual return | 14.83% | 37.49%-22.7pp | 35.69%-20.9pp | 34.38%-19.6pp |
| Employer contribution / active EE | $3,056 | $3,426-10.8% | $3,737-18.2% | $2,637+15.9% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $330 | $633-47.9% | $6,730-95.1% | $348-5.2% |