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 |
|---|---|---|
Filed as: KESTRA FINANCIAL INC Service code 28 · EIN 47-1566880 | Investment Management | $37,721 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 28 · EIN 35-2552359 | Investment Management | $34,417 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,683 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $78 |
CHARLES SCHWAB & CO., INC.2 years 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,704 | $102,553+73.3% | $151,611+17.2% | $66,914+165.6% |
| Participation rate | 77.3% | 85.5%-8.2pp | 87.5%-10.2pp | 69.8%+7.5pp |
| Annual return | -16.53% | -10.82%-5.7pp | 3.33%-19.9pp | 1.58%-18.1pp |
| Employer contribution / active EE | $4,320 | $4,180+3.3% | $6,166-29.9% | $2,544+69.8% |
| Participant deferral / active EE | $12,830 | $6,641+93.2% | $8,363+53.4% | $4,237+202.8% |
| Admin fee / account holder | $524 | $630-16.9% | $11,616-95.5% | $593-11.7% |