Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $32,500 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,122 |
HOLTHOUSE CARLIN & VAN TRIGT LLP11+ years Service code 10 11444 W OLYMPIC BLVD FL 11 · LOS ANGELES, CA 90064 | Accounting | $11,250 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,304 | $85,515+148.3% | $112,040+89.5% | $67,986+212.3% |
| Participation rate | 92.6% | 68.2%+24.4pp | 76.5%+16.1pp | 57.2%+35.4pp |
| Annual return | 14.44% | 29.68%-15.2pp | 24.52%-10.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $3,466 | $2,191+58.2% | $2,954+17.3% | $2,019+71.7% |
| Participant deferral / active EE | $6,603 | $4,014+64.5% | $5,098+29.5% | $3,358+96.6% |
| Admin fee / account holder | $466 | $3,774-87.7% | $12,098-96.2% | $3,203-85.5% |