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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,306 |
DIVERSIFIED PORTFOLIO MGT LLC5+ years Service code 26 · EIN 20-4023105 | Advisory (Participants) | $15,875 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,187 |
CHARLES SCHWAB & CO., INC.5+ 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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,505 | $52,953+125.7% | $172,739-30.8% | $65,185+83.3% |
| Participation rate | 96.0% | 66.2%+29.8pp | 82.6%+13.3pp | 70.2%+25.8pp |
| Annual return | 16.31% | 30.12%-13.8pp | 802.84%-786.5pp | 29.38%-13.1pp |
| Employer contribution / active EE | $2,183 | $2,190-0.3% | $5,143-57.6% | $2,177+0.3% |
| Participant deferral / active EE | $4,060 | $2,471+64.3% | $5,198-21.9% | $3,514+15.5% |
| Admin fee / account holder | $356 | $472-24.6% | $13,954-97.4% | $847-58.0% |