See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $139,838 |
BLUECHIP WEALTH ADVISORS LLC1+ years Filed as: BLUECHIP WEALTH ADVISOR Service code 26 · EIN 20-8906137 | Advisory (Participants) | $91,644 |
CHARLES SCHWAB & CO., INC.1+ years Service code 19 | Securities Custodian | $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 | $587,461 | $81,248+623.0% | $155,509+277.8% | $80,856+626.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 0.00% | 33.31%-33.3pp | 64.67%-64.7pp | 35.59%-35.6pp |
| Employer contribution / active EE | $24,859 | $3,100+701.8% | $4,672+432.0% | $2,755+802.4% |
| Participant deferral / active EE | $16,710 | $3,452+384.1% | $5,626+197.0% | $4,296+289.0% |
| Admin fee / account holder | $1,859 | $7,997-76.8% | $15,912-88.3% | $6,918-73.1% |