See peer percentile detail. $4.99 for your first month.
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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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,893 |
DIVERSIFIED PORTFOLIO MGT LLC8+ years Service code 26 · EIN 20-4023105 | Advisory (Participants) | $10,278 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $746 |
CHARLES SCHWAB & CO., INC.8+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,228 | $65,061+72.5% | $143,757-21.9% | $66,914+67.7% |
| Participation rate | 97.1% | 65.2%+32.0pp | 80.3%+16.8pp | 69.8%+27.3pp |
| Annual return | -11.65% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $2,541 | $2,361+7.6% | $4,951-48.7% | $2,544-0.1% |
| Participant deferral / active EE | $4,495 | $2,919+54.0% | $5,637-20.3% | $4,237+6.1% |
| Admin fee / account holder | $335 | $502-33.2% | $14,673-97.7% | $593-43.5% |