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 26 · EIN 82-3258348 | Advisory (Participants) | $67,624 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Participant loan p... | $28,002 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,108 |
CHARLES SCHWAB & CO., INC.2 years Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,780 | $82,917-20.7% | $103,333-36.3% | $77,643-15.3% |
| Participation rate | 87.5% | 71.6%+16.0pp | 74.5%+13.0pp | 70.6%+17.0pp |
| Annual return | 12.76% | 19.13%-6.4pp | 24.88%-12.1pp | 31.24%-18.5pp |
| Employer contribution / active EE | $4,596 | $3,552+29.4% | $3,868+18.8% | $2,726+68.6% |
| Participant deferral / active EE | $5,642 | $4,108+37.3% | $5,057+11.6% | $4,647+21.4% |
| Admin fee / account holder | $370 | $638-42.0% | $8,355-95.6% | $430-14.0% |