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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,758 |
SUTTLE & STALNAKER, PLLC11+ years Filed as: SUTTLE & STALNAKER PLLC Service code 10 · EIN 55-0538163 | Accounting | $21,175 |
STANDARD VALUATIONS3 years Filed as: STANDARD VALUATIONS INC Service code 28 · EIN 41-1327339 | Investment Management | $20,375 |
UNION TRADES FEDERAL CREDIT UNION11+ years Service code 28 · EIN 23-7327917 | Investment Management | $10,950 |
JOHN F. DASCOLI, PLLC11+ years Filed as: JOHN F DASCOLI PLLC Service code 29 · EIN 20-5780253 | Legal | $10,575 |
Filed as: TRAVELERS INSURANCE Service code 28 · EIN 06-0566050 | Investment Management | $10,440 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years 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 | $91,023 | $95,880-5.1% | $107,525-15.3% | $85,563+6.4% |
| Participation rate | 44.5% | 70.1%-25.6pp | 75.1%-30.6pp | 66.0%-21.5pp |
| Annual return | 15.68% | 68.06%-52.4pp | 181.32%-165.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,343 | $3,812+13.9% | $3,754+15.7% | $2,654+63.7% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $336 | $1,025-67.2% | $8,919-96.2% | $834-59.7% |