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 commissions and ... | $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 | $55,415+616.5% | $155,509+155.3% | $74,495+433.0% |
| Participation rate | 76.3% | 61.9%+14.4pp | 78.2%-1.9pp | 67.2%+9.1pp |
| Annual return | 14.28% | 268.50%-254.2pp | 64.67%-50.4pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $11,769 | $2,267+419.1% | $4,672+151.9% | $2,623+348.7% |
| Participant deferral / active EE | $8,973 | $2,836+216.4% | $5,626+59.5% | $4,346+106.5% |
| Admin fee / account holder | $567 | $1,738-67.4% | $15,912-96.4% | $1,942-70.8% |