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 | $51,476 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,885 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $213,799 | $130,194+64.2% | $169,993+25.8% | $71,457+199.2% |
| Participation rate | 83.9% | 86.1%-2.2pp | 87.0%-3.1pp | 67.9%+16.0pp |
| Annual return | 18.26% | 20.37%-2.1pp | 53.37%-35.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $2,707 | $4,381-38.2% | $6,785-60.1% | $2,588+4.6% |
| Participant deferral / active EE | $13,395 | $6,923+93.5% | $10,408+28.7% | $4,289+212.3% |
| Admin fee / account holder | $463 | $966-52.1% | $12,815-96.4% | $1,587-70.8% |