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 10-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 |
|---|---|---|
Service code 28 · EIN 62-1518255 | Investment Management | $175,878 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,451 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $129 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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).
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 | $297,380 | $92,303+222.2% | $152,466+95.0% | $86,799+242.6% |
| Participation rate | 95.9% | 81.1%+14.9pp | 78.2%+17.7pp | 72.3%+23.6pp |
| Annual return | 13.67% | 531.69%-518.0pp | 757.33%-743.7pp | 97.91%-84.2pp |
| Employer contribution / active EE | $10,949 | $3,748+192.1% | $4,327+153.1% | $2,405+355.2% |
| Participant deferral / active EE | $13,231 | $5,599+136.3% | $5,820+127.3% | $4,131+220.3% |
| Admin fee / account holder | $578 | $150+285.5% | $15,805-96.3% | $170+240.8% |