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 |
|---|---|---|
H. M. PAYSON & CO.2 years Filed as: H.M. PAYSON & CO Service code 26 · EIN 01-0420707 | Advisory (Participants) | $158,871 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,203 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 28 · EIN 20-4751585 | Investment Management | $22,000 |
R M DAVIS INC4 years Filed as: R M DAVIS INC. Service code 26 · EIN 01-0356657 | Advisory (Participants) | $21,566 |
CRIBSTONE CAPITAL MANAGEMENT3 years Filed as: CRIBSTONE CAPITAL MANAGEMENT L Service code 26 · EIN 45-4507987 | Advisory (Participants) | $20,093 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $10,773 |
Filed as: FL PUTNAM INVESTMENT MANAGEMENT Service code 26 · EIN 01-0403396 | Advisory (Participants) | $7,953 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $5,595 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $390,789 | $89,652+335.9% | $141,162+176.8% | $65,185+499.5% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+16.9pp | 70.2%+29.2pp |
| Annual return | 19.32% | 32.79%-13.5pp | 71.39%-52.1pp | 29.38%-10.1pp |
| Employer contribution / active EE | $11,478 | $3,065+274.5% | $4,735+142.4% | $2,177+427.3% |
| Participant deferral / active EE | $9,966 | $5,691+75.1% | $6,709+48.5% | $3,514+183.6% |
| Admin fee / account holder | $1,185 | $569+108.5% | $10,261-88.4% | $847+39.9% |