See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 64 · EIN 91-0675641 | Recordkeeping Fees | $74,174 |
AMERICAN FUNDS1 year Filed as: ADVANCED CAPITAL GROUP INC Service code 26 · EIN 41-1921960 | Advisory (Participants) | $55,633 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $26,975 |
WOLD FINANCIAL GROUP LLC3 years Service code 26 · EIN 82-4312429 | Advisory (Participants) | $24,157 |
MAKROD INVESTMENT ASSOCIATES4 years Filed as: MAKROD INVESTMENT ASSOCIATES I Service code 26 · EIN 22-2034385 | Advisory (Participants) | $15,050 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,920 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $6,466 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,236 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,293 | $122,186+262.8% | $146,958+201.6% | $199,593+122.1% |
| Participation rate | 98.9% | 78.3%+20.7pp | 82.2%+16.8pp | 72.0%+27.0pp |
| Annual return | 15.32% | 30.56%-15.2pp | 418.34%-403.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $14,982 | $4,093+266.0% | $4,933+203.7% | $3,034+393.8% |
| Participant deferral / active EE | $12,437 | $8,502+46.3% | $8,070+54.1% | $5,087+144.5% |
| Admin fee / account holder | $167 | $179-6.8% | $12,998-98.7% | $269-38.0% |