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 |
|---|---|---|
VALEO FINANCIAL ADVISORS LLC5+ years Service code 26 · EIN 03-0519130 | Advisory (Participants) | $47,654 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,675 |
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 28 · EIN 45-5291215 | Investment Management | $16,500 |
KATZ, SAPPER & MILLER5+ years Filed as: KATZ SAPPER & MILLER LLP Service code 10 · EIN 35-1090346 | Accounting | $14,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $251 |
CHARLES SCHWAB & CO., INC.5+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $141,621 | $52,953+167.4% | $172,739-18.0% | $65,185+117.3% |
| Participation rate | 94.3% | 66.2%+28.1pp | 82.6%+11.6pp | 70.2%+24.1pp |
| Annual return | 17.63% | 30.12%-12.5pp | 802.84%-785.2pp | 29.38%-11.8pp |
| Employer contribution / active EE | $5,728 | $2,190+161.6% | $5,143+11.4% | $2,177+163.2% |
| Participant deferral / active EE | $5,671 | $2,471+129.5% | $5,198+9.1% | $3,514+61.4% |
| Admin fee / account holder | $747 | $472+58.3% | $13,954-94.6% | $847-11.8% |