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 47-1411118 | Investment Management | $26,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,326 | $49,451+78.6% | $79,550+11.0% | $66,914+32.0% |
| Participation rate | 59.5% | 61.3%-1.8pp | 69.5%-10.0pp | 69.8%-10.3pp |
| Annual return | -19.07% | 84.25%-103.3pp | 0.16%-19.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,645 | $1,266+30.0% | $2,413-31.8% | $2,544-35.4% |
| Participant deferral / active EE | $5,352 | $3,159+69.4% | $3,985+34.3% | $4,237+26.3% |
| Admin fee / account holder | $391 | $595-34.2% | $6,832-94.3% | $593-34.0% |