See peer percentile detail. $4.99 for your first month.
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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 | $393,638 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 26 · EIN 46-3825461 | Advisory (Participants) | $279,505 |
FISHER INVESTMENTS7 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $173,288 |
LEADING EDGE3 years Service code 26 · EIN 47-4221739 | Advisory (Participants) | $77,402 |
PRIVATE CLIENT SERVICES LLC2 years Service code 26 · EIN 61-1383537 | Advisory (Participants) | $62,289 |
FINANCIAL ENGINES9 years Filed as: FINANCIAL ENGINES ADVISORS LLC Service code 26 · EIN 77-0473565 | Advisory (Participants) | $55,145 |
LCG ASSOCIATES, INC.3 years Filed as: LCG ASSOCIATES INC Service code 28 · EIN 75-1680350 | Investment Management | $46,556 |
CREATIVE PLANNING LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $27,202 |
CERITY PARTNERS7 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $26,803 |
Service code 26 · EIN 26-2503106 | Advisory (Participants) | $25,068 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $546,232 | $81,357+571.4% | $75,972+619.0% | $199,593+173.7% |
| Participation rate | 99.5% | 69.9%+29.6pp | 69.1%+30.5pp | 72.0%+27.6pp |
| Annual return | 16.95% | 16.32%+0.6pp | 359.55%-342.6pp | 34.25%-17.3pp |
| Employer contribution / active EE | $23,671 | $3,341+608.6% | $2,685+781.6% | $3,034+680.1% |
| Participant deferral / active EE | $19,951 | $4,710+323.6% | $4,255+368.8% | $5,087+292.2% |
| Admin fee / account holder | $339 | $144+134.4% | $6,467-94.8% | $269+26.0% |