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 8-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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,804 |
FTB ADVISORS, INC.6 years Filed as: FTB ADVISORS INC Service code 28 · EIN 62-1254528 | Investment Management | $30,018 |
PROFFITT & GOODSON, INC.6 years Filed as: PROFFITT & GOODSON INC Service code 26 · EIN 62-1284128 | Advisory (Participants) | $17,603 |
Filed as: MERIDIAN TRUST & INVESTMENT CO Service code 26 · EIN 62-1700796 | Advisory (Participants) | $14,594 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $1,238 |
CHARLES SCHWAB & CO., INC.2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,037 | $55,472+615.7% | $155,567+155.2% | $74,546+432.6% |
| Participation rate | 76.3% | 61.9%+14.3pp | 78.2%-1.9pp | 67.2%+9.0pp |
| Annual return | 14.28% | 268.72%-254.4pp | 64.74%-50.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $11,769 | $2,269+418.7% | $4,674+151.8% | $2,624+348.4% |
| Participant deferral / active EE | $8,973 | $2,838+216.2% | $5,628+59.4% | $4,347+106.4% |
| Admin fee / account holder | $567 | $1,743-67.5% | $15,916-96.4% | $1,944-70.8% |