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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $395,927 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $23,183 |
BOYCE & ASSOCIATES, INC.3 years Filed as: BOYCE & ASSOCIATES WEALTH Service code 26 · EIN 82-0734231 | Advisory (Participants) | $8,784 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $8,735 |
TOWNSQUARE CAPITAL LLC2 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $7,847 |
LEXAURUM ADVISORS LLC1 year Service code 26 · EIN 81-2102346 | Advisory (Participants) | $7,518 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,094 |
KRILOGY FINANCIAL LLC1 year Service code 26 · EIN 26-3835498 | Advisory (Participants) | $6,126 |
QUARRY HILL ADVISORS LLC2 years Service code 26 · EIN 82-0844050 | Advisory (Participants) | $5,899 |
SUMMIT GLOBAL INVESTMENTS LLC10+ years Service code 26 · EIN 27-3616371 | Advisory (Participants) | $5,086 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,603 | $147,538-23.0% | $150,045-24.3% | $117,739-3.5% |
| Participation rate | 97.5% | 72.5%+25.0pp | 82.3%+15.2pp | 76.6%+20.9pp |
| Annual return | 17.65% | 16.95%+0.7pp | 62.55%-44.9pp | 17.29%+0.4pp |
| Employer contribution / active EE | $3,268 | $4,350-24.9% | $4,693-30.4% | $3,746-12.8% |
| Participant deferral / active EE | $7,769 | $8,925-12.9% | $7,997-2.9% | $6,128+26.8% |
| Admin fee / account holder | $37 | $125-70.4% | $13,435-99.7% | $112-66.9% |