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 |
|---|---|---|
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,304 | $87,870+141.6% | $113,168+87.6% | $74,304+185.7% |
| Participation rate | 92.6% | 70.7%+21.9pp | 76.6%+16.1pp | 60.3%+32.3pp |
| Annual return | 14.44% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $3,466 | $2,277+52.2% | $2,975+16.5% | $2,241+54.7% |
| Participant deferral / active EE | $6,603 | $4,241+55.7% | $5,107+29.3% | $3,767+75.3% |
| Admin fee / account holder | $466 | $3,368-86.2% | $12,068-96.1% | $2,969-84.3% |