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 LLC9+ years Service code 26 · EIN 20-4420591 | Advisory (Participants) | $58,274 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 26 · EIN 34-1479833 | Advisory (Participants) | $33,651 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,931 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,336 | $77,899+212.4% | $149,673+62.6% | $75,163+223.7% |
| Participation rate | 91.8% | 65.6%+26.3pp | 78.8%+13.1pp | 67.2%+24.6pp |
| Annual return | 20.72% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $6,336 | $3,137+102.0% | $4,818+31.5% | $2,670+137.3% |
| Participant deferral / active EE | $6,245 | $3,411+83.1% | $5,680+9.9% | $4,125+51.4% |
| Admin fee / account holder | $676 | $5,956-88.7% | $13,210-94.9% | $5,651-88.0% |