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 |
|---|---|---|
PARALLEL ADVISORS LLC8+ years Service code 26 · EIN 20-4420591 | Advisory (Participants) | $69,066 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $36,761 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $640 |
CHARLES SCHWAB & CO., INC.5 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,275 | $73,867+164.4% | $143,757+35.8% | $68,494+185.1% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -18.02% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $6,724 | $3,184+111.2% | $4,951+35.8% | $2,596+159.0% |
| Participant deferral / active EE | $6,780 | $3,384+100.3% | $5,637+20.3% | $4,027+68.4% |
| Admin fee / account holder | $692 | $5,755-88.0% | $14,673-95.3% | $5,403-87.2% |