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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.
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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 |
|---|---|---|
RBC GLOBAL ASSET MANAGEMENT9 years Filed as: CITY NATIONAL ROCHDALE LLC Service code 26 · EIN 20-2931739 | Advisory (Participants) | $70,466 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $64,744 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,025 |
ABACUS WEALTH PARTNERS LLC9 years Service code 26 · EIN 65-1193184 | Advisory (Participants) | $18,855 |
MJB ASSET MANAGEMENT LLC7 years Service code 26 · EIN 13-3939910 | Advisory (Participants) | $12,886 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,257 |
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $2,685 |
Service code 26 · EIN 04-3188271 | Advisory (Participants) | $2,347 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $982,721 | $100,923+873.7% | $150,045+554.9% | $74,304+1222.6% |
| Participation rate | 93.2% | 70.1%+23.1pp | 82.3%+10.8pp | 60.3%+32.8pp |
| Annual return | 15.42% | 51.77%-36.3pp | 62.55%-47.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $21,995 | $3,463+535.1% | $4,693+368.7% | $2,241+881.4% |
| Participant deferral / active EE | $12,642 | $6,709+88.4% | $7,997+58.1% | $3,767+235.6% |
| Admin fee / account holder | $246 | $2,767-91.1% | $13,435-98.2% | $2,969-91.7% |