See peer percentile detail. $4.99 for your first month.
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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 | $70,021 |
Service code 26 · EIN 22-3844414 | Advisory (Participants) | $23,482 |
FIRST NATIONAL CORPORATION3 years Service code 26 · EIN 04-2541452 | Advisory (Participants) | $18,183 |
HB WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 87-2119854 | Advisory (Participants) | $15,347 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $421 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $160,683 | $46,292+247.1% | $143,757+11.8% | $64,808+147.9% |
| Participation rate | 66.2% | 64.2%+1.9pp | 80.3%-14.1pp | 71.5%-5.3pp |
| Annual return | -15.72% | -10.05%-5.7pp | -0.04%-15.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $2,483 | $1,910+30.0% | $4,951-49.8% | $2,506-0.9% |
| Participant deferral / active EE | $4,968 | $2,646+87.8% | $5,637-11.9% | $4,310+15.3% |
| Admin fee / account holder | $478 | $154+210.8% | $14,673-96.7% | $188+154.5% |