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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,778 |
BENEFIT FINANCIAL SERVICE2 years Service code 28 · EIN 20-8532658 | Investment Management | $35,000 |
REDWITZ INC3 years Service code 10 · EIN 33-0850406 | Accounting | $15,000 |
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $5,457 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $42 |
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 | $206,578 | $91,407+126.0% | $135,903+52.0% | $71,457+189.1% |
| Participation rate | 86.2% | 75.7%+10.6pp | 81.9%+4.3pp | 67.9%+18.3pp |
| Annual return | 19.42% | 29.90%-10.5pp | 68.23%-48.8pp | 28.85%-9.4pp |
| Employer contribution / active EE | $2,017 | $3,703-45.5% | $4,856-58.5% | $2,588-22.0% |
| Participant deferral / active EE | $10,413 | $7,092+46.8% | $7,758+34.2% | $4,289+142.8% |
| Admin fee / account holder | $352 | $1,266-72.2% | $10,762-96.7% | $1,587-77.8% |