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 |
|---|---|---|
GALECKI FINANCIAL1+ years Filed as: GALECKI FINANCIAL MANAGEMENT, INC. Service code 26 · EIN 20-3255637 | Advisory (Participants) | $42,711 |
OXFORD FINANCIAL GROUP, LTD1+ years Filed as: OXFORD FINANCIAL ADVISORS CORP. Service code 28 · EIN 35-1588335 | Investment Management | $38,514 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT, LLC Service code 28 · EIN 20-1131890 | Investment Management | $13,102 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $4,958 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,803 | $75,828+390.3% | $147,614+151.9% | $59,632+523.5% |
| Participation rate | 99.0% | 71.6%+27.4pp | 84.6%+14.4pp | 68.7%+30.3pp |
| Annual return | -1.87% | 0.37%-2.2pp | 61.98%-63.9pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $15,789 | $3,485+353.1% | $5,564+183.7% | $2,203+616.8% |
| Participant deferral / active EE | $8,620 | $3,130+175.4% | $4,895+76.1% | $3,192+170.1% |
| Admin fee / account holder | $802 | $5,985-86.6% | $11,611-93.1% | $4,297-81.3% |