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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $60,453 |
BFSG LLC7+ years Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
REDWITZ INC1 year Service code 10 · EIN 33-0850406 | Accounting | $11,500 |
HIGHTOWER ADVISORS LLC1 year Service code 26 · EIN 36-4500709 | Advisory (Participants) | $5,632 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $273 |
CHARLES SCHWAB & CO., INC.3 years 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 | $246,563 | $104,475+136.0% | $159,436+54.6% | $79,386+210.6% |
| Participation rate | 83.1% | 76.6%+6.5pp | 82.8%+0.3pp | 70.7%+12.4pp |
| Annual return | 14.17% | 67.95%-53.8pp | 263.57%-249.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $856 | $3,417-74.9% | $4,829-82.3% | $2,427-64.7% |
| Participant deferral / active EE | $8,776 | $6,467+35.7% | $7,352+19.4% | $4,046+116.9% |
| Admin fee / account holder | $442 | $711-37.8% | $10,799-95.9% | $626-29.4% |