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 |
|---|---|---|
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $88,560 |
Filed as: HOLTHOUSE CARLIN &VAN TRIGT LLP Service code 10 · EIN 95-4345526 | Accounting | $16,500 |
MAIN STREET RESEARCH LLC4 years Service code 26 · EIN 32-0784023 | Advisory (Participants) | $13,229 |
BFSG LLC8 years Filed as: BFSG, LLC Service code 28 · EIN 20-8532658 | Investment Management | $5,500 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $1,698 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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.
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 | $418,333 | $109,881+280.7% | $150,045+178.8% | $84,808+393.3% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 11.77% | 28.25%-16.5pp | 62.55%-50.8pp | 40.90%-29.1pp |
| Employer contribution / active EE | $1,896 | $3,561-46.8% | $4,693-59.6% | $2,631-27.9% |
| Participant deferral / active EE | $16,059 | $6,636+142.0% | $7,997+100.8% | $4,212+281.3% |
| Admin fee / account holder | $733 | $8,568-91.4% | $13,435-94.5% | $7,344-90.0% |