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 |
|---|---|---|
Filed as: INTELLICENTS INVESTMENT SERVIC Service code 28 · EIN 41-1812533 | Investment Management | $197,457 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,465 |
EIDE BAILLY LLP8 years Service code 10 · EIN 45-0250958 | Accounting | $12,200 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $522 |
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 | $406,554 | $92,055+341.6% | $106,213+282.8% | $77,643+423.6% |
| Participation rate | 90.2% | 81.0%+9.2pp | 75.3%+14.9pp | 70.6%+19.6pp |
| Annual return | 15.86% | 17.91%-2.0pp | 116.14%-100.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $3,986 | $3,367+18.4% | $3,171+25.7% | $2,726+46.2% |
| Participant deferral / active EE | $15,427 | $5,386+186.5% | $5,016+207.6% | $4,647+232.0% |
| Admin fee / account holder | $466 | $219+112.7% | $11,033-95.8% | $430+8.2% |