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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,627 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $55,788 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $32,228 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $19,878 |
LMCG INVESTMENTS LLC5 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $18,159 |
KATZ, SAPPER & MILLER3 years Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $16,800 |
Filed as: SUMMIT FINANCIAL MANAGEMENT LL Service code 26 · EIN 81-3807122 | Advisory (Participants) | $14,651 |
Service code 26 · EIN 30-0856485 | Advisory (Participants) | $11,834 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,328 |
THE JOSEPH GROUP LLC4 years Service code 26 · EIN 36-4729550 | Advisory (Participants) | $11,012 |
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 | $412,699 | $106,028+289.2% | $146,958+180.8% | $77,643+431.5% |
| Participation rate | 97.1% | 78.4%+18.8pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 14.72% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $14,105 | $4,063+247.2% | $4,933+185.9% | $2,726+417.5% |
| Participant deferral / active EE | $16,048 | $7,990+100.8% | $8,070+98.9% | $4,647+245.3% |
| Admin fee / account holder | $352 | $337+4.3% | $12,998-97.3% | $430-18.2% |