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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $115,165 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $38,000 |
FRONTIER ASSET MANAGEMENT2 years Filed as: FRONTIER ASSET MANAGEMENT LLC Service code 26 · EIN 83-0331917 | Advisory (Participants) | $33,129 |
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $31,421 |
Service code 26 · EIN 04-2715788 | Advisory (Participants) | $19,225 |
FIERSTON FINANCIAL GROUP INC10+ years Service code 26 · EIN 06-1255884 | Advisory (Participants) | $11,769 |
Filed as: CAPITAL MGMT SERVICE INC Service code 26 · EIN 43-1410129 | Advisory (Participants) | $9,316 |
BRADLEY FOSTER & SARGENT INC10+ years Service code 26 · EIN 06-1380515 | Advisory (Participants) | $8,444 |
Filed as: COMMONWEALTH EQUITY SERVICES I Service code 26 · EIN 04-2675571 | Advisory (Participants) | $7,846 |
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $5,059 |
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 | $361,111 | $106,028+240.6% | $146,958+145.7% | $77,643+365.1% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.2pp | 70.6%+25.7pp |
| Annual return | 14.12% | 56.73%-42.6pp | 418.34%-404.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,647 | $4,063+88.2% | $4,933+55.0% | $2,726+180.5% |
| Participant deferral / active EE | $13,693 | $7,990+71.4% | $8,070+69.7% | $4,647+194.6% |
| Admin fee / account holder | $272 | $337-19.3% | $12,998-97.9% | $430-36.7% |