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 9-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 SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $2,199,527 |
MEDAMERICA1 year Filed as: MEDAMERICA INC. DBA VITUITY Service code 14 · EIN 94-2629764 | Plan Administrator | $772,977 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $5,187 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 | Direct payment from the plan; Securit... | $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 | $262,784 | $67,679+288.3% | $155,509+69.0% | $99,062+165.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 78.2%+21.8pp | 71.6%+28.4pp |
| Annual return | 15.37% | 16.16%-0.8pp | 64.67%-49.3pp | 17.66%-2.3pp |
| Employer contribution / active EE | $16,692 | $2,268+635.8% | $4,672+257.2% | $3,262+411.7% |
| Participant deferral / active EE | $11,411 | $3,828+198.1% | $5,626+102.8% | $5,331+114.0% |
| Admin fee / account holder | $362 | $94+285.9% | $15,912-97.7% | $109+231.7% |