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 | $163,226 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,187 |
Service code 10 · EIN 75-2678894 | Accounting | $30,000 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $740 |
CHARLES SCHWAB & CO., INC.3 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,369 | $72,482+230.2% | $129,110+85.4% | $64,808+269.4% |
| Participation rate | 98.2% | 79.2%+19.0pp | 77.3%+21.0pp | 71.5%+26.8pp |
| Annual return | -16.36% | -9.08%-7.3pp | -10.94%-5.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $12,131 | $4,247+185.6% | $5,052+140.1% | $2,506+384.1% |
| Participant deferral / active EE | $14,185 | $5,679+149.8% | $6,542+116.8% | $4,310+229.1% |
| Admin fee / account holder | $629 | $144+336.0% | $14,302-95.6% | $188+235.0% |