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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,544 |
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $31,438 |
CAPITAL ADVANTAGE INC7 years Service code 26 · EIN 94-3307876 | Advisory (Participants) | $23,119 |
Filed as: PACIFIC GLOBAL INVESTMENT MANA Service code 26 · EIN 95-4351611 | Advisory (Participants) | $19,405 |
HARRY KEIR OXLEY DBA DOUBLE BA10+ years Service code 26 · EIN 03-0450991 | Advisory (Participants) | $10,587 |
Service code 26 · EIN 94-3328012 | Advisory (Participants) | $9,090 |
DESTINATION WEALTH MANAGEMENT10+ years Service code 26 · EIN 56-2326959 | Advisory (Participants) | $8,226 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $6,883 |
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).
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 | $501,506 | $50,815+886.9% | $155,509+222.5% | $77,643+545.9% |
| Participation rate | 96.4% | 63.1%+33.3pp | 78.2%+18.3pp | 70.6%+25.9pp |
| Annual return | 17.00% | 34.80%-17.8pp | 64.67%-47.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $15,541 | $1,993+679.9% | $4,672+232.6% | $2,726+470.2% |
| Participant deferral / active EE | $13,142 | $2,822+365.7% | $5,626+133.6% | $4,647+182.8% |
| Admin fee / account holder | $522 | $437+19.5% | $15,912-96.7% | $430+21.2% |