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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $79,493 |
DIVERSIFIED PORTFOLIO MGT LLC7+ years Service code 26 · EIN 20-4023105 | Advisory (Participants) | $20,347 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $521 |
CHARLES SCHWAB & CO., INC.7+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,923 | $61,156+145.1% | $185,823-19.3% | $79,386+88.9% |
| Participation rate | 96.8% | 66.6%+30.2pp | 81.7%+15.1pp | 70.7%+26.1pp |
| Annual return | 14.17% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,463 | $2,321+6.1% | $5,167-52.3% | $2,427+1.5% |
| Participant deferral / active EE | $4,373 | $2,789+56.8% | $5,568-21.5% | $4,046+8.1% |
| Admin fee / account holder | $352 | $710-50.5% | $16,237-97.8% | $626-43.9% |