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 |
|---|---|---|
CERITY PARTNERS1 year Service code 17 11601 WILSHIRE BOULEVARD · SUITE, CA 90025 | Pension Consulting | $28,986 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Direct payment from the plan; Trustee... | $6,593 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $5,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $193,304 | $99,957+93.4% | $149,696+29.1% | $73,488+163.0% |
| Participation rate | 47.9% | 75.7%-27.8pp | 82.5%-34.5pp | 70.7%-22.7pp |
| Annual return | 17.65% | 53.87%-36.2pp | 276.60%-258.9pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,649 | $3,191-48.3% | $4,644-64.5% | $2,270-27.4% |
| Participant deferral / active EE | $3,205 | $6,073-47.2% | $6,842-53.2% | $3,740-14.3% |
| Admin fee / account holder | $608 | $551+10.4% | $9,309-93.5% | $513+18.5% |