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 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $284,472 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Trustee (... | $47,068 |
Service code 12 · EIN 84-1477138 | Recordkeeping fees; Sub-transfer agen... | $26,931 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,568 | $68,413+19.2% | $123,104-33.7% | $55,191+47.8% |
| Participation rate | 87.1% | 84.5%+2.6pp | 86.8%+0.4pp | 69.2%+18.0pp |
| Annual return | 2.47% | 6.30%-3.8pp | 13.22%-10.7pp | 10.78%-8.3pp |
| Employer contribution / active EE | $2,041 | $3,050-33.1% | $5,151-60.4% | $1,899+7.5% |
| Participant deferral / active EE | $6,182 | $4,490+37.7% | $6,230-0.8% | $3,046+102.9% |
| Admin fee / account holder | $334 | $88+280.1% | $9,015-96.3% | $91+267.7% |