Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,479 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $15,342 |
SIGNATUREFD LLC1 year Service code 26 · EIN 58-2323085 | Advisory (Participants) | $14,451 |
Filed as: MARIETTA WEALTH MANAGEMENT LLC Service code 26 · EIN 47-5329166 | Advisory (Participants) | $5,533 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,287 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,351 | $88,087+272.8% | $164,866+99.2% | $74,546+340.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 12.57% | 17.27%-4.7pp | 69.97%-57.4pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $16,224 | $2,595+525.1% | $4,343+273.6% | $2,624+518.2% |
| Participant deferral / active EE | $12,997 | $4,499+188.9% | $6,033+115.4% | $4,347+199.0% |
| Admin fee / account holder | $671 | $2,232-69.9% | $12,689-94.7% | $1,944-65.5% |