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 | $69,844 |
FINANCIAL SERVICES ADVISORY INC1+ years Service code 26 · EIN 51-1237957 | Advisory (Participants) | $35,776 |
NIEMANN CAPITAL MANAGEMENT INC2+ years Service code 26 · EIN 77-0384574 | Advisory (Participants) | $15,548 |
PRIVATE MANAGEMENT GROUP INC2+ years Service code 26 · EIN 33-0151740 | Advisory (Participants) | $10,769 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $4,579 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 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 | $270,606 | $77,634+248.6% | $156,549+72.9% | $62,891+330.3% |
| Participation rate | 86.5% | 71.2%+15.3pp | 84.0%+2.4pp | 69.3%+17.2pp |
| Annual return | 6.92% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $26,083 | $3,444+657.4% | $5,501+374.1% | $2,281+1043.6% |
| Participant deferral / active EE | $10,265 | $3,045+237.1% | $4,871+110.7% | $3,203+220.5% |
| Admin fee / account holder | $949 | $5,561-82.9% | $13,027-92.7% | $4,296-77.9% |