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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $148,926 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY DOMESTIC HOLDIN Service code 28 · EIN 20-8764829 | Investment Management | $77,545 |
JGD & ASSOCIATES LLP3 years Service code 10 · EIN 95-3132551 | Accounting | $12,250 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $185 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,665 | $92,055-2.6% | $106,213-15.6% | $77,643+15.5% |
| Participation rate | 98.7% | 81.0%+17.6pp | 75.3%+23.4pp | 70.6%+28.1pp |
| Annual return | 15.15% | 17.91%-2.8pp | 116.14%-101.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $11,726 | $3,367+248.3% | $3,171+269.7% | $2,726+330.2% |
| Participant deferral / active EE | $11,513 | $5,386+113.8% | $5,016+129.5% | $4,647+147.7% |
| Admin fee / account holder | $322 | $219+47.0% | $11,033-97.1% | $430-25.2% |