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 | $297,619 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $8,814 |
KENDALL CAPITAL MANAGEMENT2 years Service code 26 · EIN 27-0111619 | Advisory (Participants) | $6,722 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,407 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,913 | $91,517+42.0% | $101,248+28.3% | $73,409+77.0% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.8%+22.2pp | 72.2%+25.8pp |
| Annual return | 16.24% | 17.17%-0.9pp | 46.47%-30.2pp | 59.29%-43.1pp |
| Employer contribution / active EE | $4,772 | $2,877+65.9% | $3,660+30.4% | $2,234+113.7% |
| Participant deferral / active EE | $11,189 | $3,338+235.2% | $4,370+156.0% | $3,805+194.0% |
| Admin fee / account holder | $302 | $216+39.9% | $5,945-94.9% | $158+91.2% |