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 5-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 |
|---|---|---|
Filed as: BRIDGES INVESTMENT MANAGEMENT Service code 28 · EIN 47-0784180 | Investment Management | $33,168 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,681 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $44 |
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 | $131,540 | $100,923+30.3% | $150,045-12.3% | $74,304+77.0% |
| Participation rate | 96.7% | 70.1%+26.6pp | 82.3%+14.3pp | 60.3%+36.3pp |
| Annual return | 16.80% | 51.77%-35.0pp | 62.55%-45.8pp | 29.43%-12.6pp |
| Employer contribution / active EE | $2,704 | $3,463-21.9% | $4,693-42.4% | $2,241+20.6% |
| Participant deferral / active EE | $7,925 | $6,709+18.1% | $7,997-0.9% | $3,767+110.4% |
| Admin fee / account holder | $318 | $2,767-88.5% | $13,435-97.6% | $2,969-89.3% |