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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $70,618 |
Filed as: MESIROW FINANCIAL INC Service code 28 · EIN 36-3194849 | Investment Management | $59,775 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER AND MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $17,500 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $17,180 |
LMCG INVESTMENTS LLC3 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $16,193 |
Service code 26 · EIN 81-3807122 | Advisory (Participants) | $11,242 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $10,949 |
THE JOSEPH GROUP LLC2 years Service code 26 · EIN 36-4729550 | Advisory (Participants) | $10,704 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $9,774 |
Service code 26 · EIN 30-0856485 | Advisory (Participants) | $8,923 |
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 | $355,313 | $82,202+332.2% | $125,339+183.5% | $64,808+448.3% |
| Participation rate | 94.5% | 77.9%+16.6pp | 82.4%+12.1pp | 71.5%+23.0pp |
| Annual return | -11.28% | 3.48%-14.8pp | 572.05%-583.3pp | 32.82%-44.1pp |
| Employer contribution / active EE | $12,964 | $3,615+258.6% | $4,814+169.3% | $2,506+417.4% |
| Participant deferral / active EE | $12,808 | $7,175+78.5% | $7,446+72.0% | $4,310+197.2% |
| Admin fee / account holder | $284 | $163+74.2% | $10,010-97.2% | $188+51.4% |