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 | $88,360+48.9% | $145,433-9.6% | $67,986+93.5% |
| Participation rate | 96.7% | 65.5%+31.2pp | 82.1%+14.5pp | 57.2%+39.5pp |
| Annual return | 16.80% | 63.15%-46.4pp | 66.58%-49.8pp | 31.67%-14.9pp |
| Employer contribution / active EE | $2,704 | $3,054-11.5% | $4,554-40.6% | $2,019+33.9% |
| Participant deferral / active EE | $7,925 | $5,932+33.6% | $7,897+0.3% | $3,358+136.0% |
| Admin fee / account holder | $318 | $3,313-90.4% | $13,129-97.6% | $3,203-90.1% |