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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,339 |
PACIFIC GLOBAL INVESTMENT MGMT7+ years Service code 26 · EIN 95-4351611 | Advisory (Participants) | $82,215 |
EQUIUS PARTNERS INC7+ years Service code 26 · EIN 94-2927404 | Advisory (Participants) | $26,135 |
DESTINATION WEALTH MANAGEMENT7+ years Service code 26 · EIN 56-2326959 | Advisory (Participants) | $20,566 |
CAPITAL ADVANTAGE INC4 years Service code 26 · EIN 94-3307876 | Advisory (Participants) | $19,999 |
HARRY KEIR OXLEY DBA DOUBLE BA7+ years Service code 26 · EIN 03-0450991 | Advisory (Participants) | $8,889 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $7,176 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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).
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 | $455,934 | $56,485+707.2% | $185,823+145.4% | $86,799+425.3% |
| Participation rate | 95.3% | 65.5%+29.8pp | 81.7%+13.6pp | 72.3%+23.0pp |
| Annual return | 20.61% | 118.04%-97.4pp | 122.05%-101.4pp | 97.91%-77.3pp |
| Employer contribution / active EE | $14,639 | $1,843+694.4% | $5,167+183.3% | $2,405+508.6% |
| Participant deferral / active EE | $11,198 | $2,553+338.6% | $5,568+101.1% | $4,131+171.1% |
| Admin fee / account holder | $706 | $150+371.7% | $16,237-95.7% | $170+316.1% |