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 |
|---|---|---|
ADVISORNET FINANCIAL2 years Filed as: ADVISORNET WEALTH MANAGEMENT Service code 26 · EIN 41-1378662 | Advisory (Participants) | $5,549 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $3,153 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $314,307 | $110,094+185.5% | $151,611+107.3% | $68,494+358.9% |
| Participation rate | 91.2% | 84.0%+7.2pp | 87.5%+3.7pp | 67.9%+23.3pp |
| Annual return | -20.08% | -10.12%-10.0pp | 3.33%-23.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $6,390 | $4,471+42.9% | $6,166+3.6% | $2,596+146.1% |
| Participant deferral / active EE | $14,039 | $6,527+115.1% | $8,363+67.9% | $4,027+248.6% |
| Admin fee / account holder | $75 | $7,719-99.0% | $11,616-99.4% | $5,403-98.6% |