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) | $100,875 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-3106735 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,475 | $98,750+150.6% | $149,696+65.3% | $79,858+209.9% |
| Participation rate | 95.4% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.8pp |
| Annual return | -6.22% | 27.43%-33.6pp | 276.60%-282.8pp | 31.71%-37.9pp |
| Employer contribution / active EE | $2,905 | $3,216-9.7% | $4,644-37.4% | $2,471+17.6% |
| Participant deferral / active EE | $6,593 | $5,680+16.1% | $6,842-3.6% | $3,740+76.3% |
| Admin fee / account holder | $920 | $6,053-84.8% | $9,309-90.1% | $5,306-82.7% |