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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,263 |
Filed as: NORTHWESTERN MUTUAL WEALTH MAN Service code 28 · EIN 39-2018056 | Investment Management | $33,750 |
SIGNATUREFD LLC2 years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $16,938 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $16,329 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $416 |
CHARLES SCHWAB & CO., INC.2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,135 | $96,484+305.4% | $156,263+150.3% | $74,304+426.4% |
| Participation rate | 100.0% | 67.7%+32.3pp | 78.9%+21.1pp | 60.3%+39.7pp |
| Annual return | 15.92% | 17.73%-1.8pp | 59.47%-43.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $16,981 | $2,528+571.6% | $4,333+291.9% | $2,241+657.7% |
| Participant deferral / active EE | $13,980 | $4,286+226.2% | $6,158+127.0% | $3,767+271.1% |
| Admin fee / account holder | $817 | $3,728-78.1% | $14,255-94.3% | $2,969-72.5% |