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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,925 |
Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
REDWITZ INC2 years Service code 10 · EIN 33-0850406 | Accounting | $13,000 |
HIGHTOWER ADVISORS LLC2 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $5,369 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $362 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $188,270 | $174,896+7.6% | $125,339+50.2% | - |
| Participation rate | 79.1% | 70.4%+8.7pp | 82.4%-3.3pp | - |
| Annual return | -18.11% | -12.90%-5.2pp | 572.05%-590.2pp | - |
| Employer contribution / active EE | $1,665 | $3,570-53.3% | $4,814-65.4% | - |
| Participant deferral / active EE | $8,856 | $6,354+39.4% | $7,446+18.9% | - |
| Admin fee / account holder | $378 | $56,117-99.3% | $10,010-96.2% | - |