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.1+ years Filed as: CHARLES SCHWAB & CO. Service code 19 · EIN 94-3106735 | Securities Custodian | $68,559 |
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $21,649 |
Filed as: EDWARD D. JONES & COMPANY Service code 33 · EIN 43-0345811 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,435 | $56,199+119.6% | $67,652+82.5% | $59,632+107.0% |
| Participation rate | 96.8% | 71.5%+25.3pp | 75.7%+21.1pp | 68.7%+28.1pp |
| Annual return | -1.18% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,198 | $1,614-25.8% | $2,266-47.1% | $2,203-45.6% |
| Participant deferral / active EE | $1,270 | $2,844-55.3% | $3,560-64.3% | $3,192-60.2% |
| Admin fee / account holder | $712 | $3,958-82.0% | $4,821-85.2% | $4,297-83.4% |