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 |
|---|---|---|
Service code 27 · EIN 72-0343760 | Advisory (Plan) | $100,035 |
Filed as: THE BENCHMARK COMPANY Service code 50 · EIN 65-1172185 | Direct Payment | $5,024 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: SCHWAB FUNDS Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $319,469 | $89,355+257.5% | $141,162+126.3% | $72,985+337.7% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 6.93% | 111.85%-104.9pp | 71.39%-64.5pp | 81.00%-74.1pp |
| Employer contribution / active EE | $3,401 | $3,114+9.2% | $4,735-28.2% | $2,440+39.4% |
| Participant deferral / active EE | $8,089 | $5,418+49.3% | $6,709+20.6% | $3,607+124.2% |
| Admin fee / account holder | $971 | $5,958-83.7% | $10,261-90.5% | $5,124-81.0% |