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 FINANCIAL4 years Filed as: GALECKI FINANCIAL MANAGEMENT Service code 26 · EIN 20-3255637 | Advisory (Participants) | $37,936 |
Filed as: VESTIA ADVISORS LLC Service code 26 · EIN 82-1828832 | Advisory (Participants) | $8,175 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $1,379 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $279,691 | $91,190+206.7% | $178,490+56.7% | $79,858+250.2% |
| Participation rate | 96.5% | 69.2%+27.3pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 14.05% | 24.19%-10.1pp | 151.07%-137.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $7,233 | $3,256+122.1% | $5,011+44.3% | $2,471+192.7% |
| Participant deferral / active EE | $6,503 | $3,236+101.0% | $5,202+25.0% | $3,740+73.9% |
| Admin fee / account holder | $362 | $6,751-94.6% | $13,984-97.4% | $5,306-93.2% |