See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC. Service code 26 · EIN 47-1566880 P.O. BOX 2343 · SO. BURLINGTON, VT 054072343 | Advisory (Participants) | $28,000 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $16,417 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 13 · EIN 03-0271340 600 BLAIR PARK SUITE 331PO BOX 905 · WILLISTON, VT 054950905 | Contract Administrator | $15,223 |
MANZI & ASSOCIATES, LLC4 years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $14,226 |
KRAKOW & SOURIS5 years Service code 29 · EIN 04-3363718 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,903 | $86,944+23.0% | $107,525-0.6% | $74,304+43.9% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 13.03% | 23.52%-10.5pp | 181.32%-168.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $5,570 | $2,757+102.1% | $3,754+48.4% | $2,241+148.5% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $305 | $3,727-91.8% | $8,919-96.6% | $2,969-89.7% |