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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,655 |
EVERGREEN GAVEKAL1 year Service code 26 · EIN 91-1962899 | Advisory (Participants) | $12,867 |
Service code 26 · EIN 27-3616371 | Advisory (Participants) | $11,738 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $749 |
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 | $555,734 | $100,923+450.6% | $150,045+270.4% | $74,304+647.9% |
| Participation rate | 97.0% | 70.1%+26.9pp | 82.3%+14.7pp | 60.3%+36.7pp |
| Annual return | 20.46% | 51.77%-31.3pp | 62.55%-42.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $24,258 | $3,463+600.4% | $4,693+416.9% | $2,241+982.4% |
| Participant deferral / active EE | $13,323 | $6,709+98.6% | $7,997+66.6% | $3,767+253.7% |
| Admin fee / account holder | $392 | $2,767-85.8% | $13,435-97.1% | $2,969-86.8% |