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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $298,971 |
EVANS INVESTMENT ADVISORS LLC10+ years Service code 26 · EIN 30-0468212 | Advisory (Participants) | $149,396 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $692 |
CHARLES SCHWAB & CO., INC.2 years 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.)
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 | $256,449 | $50,815+404.7% | $155,509+64.9% | $77,643+230.3% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.22% | 34.80%-22.6pp | 64.67%-52.5pp | 31.24%-19.0pp |
| Employer contribution / active EE | $14,542 | $1,993+629.8% | $4,672+211.2% | $2,726+433.5% |
| Participant deferral / active EE | $6,266 | $2,822+122.0% | $5,626+11.4% | $4,647+34.8% |
| Admin fee / account holder | $607 | $437+39.1% | $15,912-96.2% | $430+41.1% |