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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,085 |
LMCG INVESTMENTS LLC10+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $83,385 |
CAPFINANCIAL PARTNERS LLC2 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $60,207 |
WOODLEY FARRA MANION PORTFOLIO11+ years Service code 26 · EIN 35-1964649 | Advisory (Participants) | $56,937 |
ELEVATED FINANCIAL GROUP LLC1 year Service code 26 · EIN 33-2197962 | Advisory (Participants) | $53,356 |
Service code 26 · EIN 35-1892261 | Advisory (Participants) | $47,903 |
Service code 26 · EIN 35-1648416 | Advisory (Participants) | $28,529 |
PRIVATE ADVISOR GROUP LLC7 years Service code 26 · EIN 27-3463733 | Advisory (Participants) | $25,017 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,721 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 26 · EIN 20-1131890 | Advisory (Participants) | $13,125 |
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 | $502,198 | $145,877+244.3% | $150,045+234.7% | $102,872+388.2% |
| Participation rate | 89.3% | 79.8%+9.5pp | 82.3%+7.0pp | 73.0%+16.3pp |
| Annual return | 23.86% | 21.37%+2.5pp | 62.55%-38.7pp | 19.06%+4.8pp |
| Employer contribution / active EE | $17,870 | $4,710+279.4% | $4,693+280.8% | $3,526+406.8% |
| Participant deferral / active EE | $13,726 | $9,491+44.6% | $7,997+71.6% | $5,535+148.0% |
| Admin fee / account holder | $305 | $176+73.3% | $13,435-97.7% | $292+4.3% |