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 LLC6+ years Service code 26 · EIN 03-0519130 | Advisory (Participants) | $55,571 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,104 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 28 · EIN 13-5674085 | Investment Management | $17,425 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $232 |
CHARLES SCHWAB & CO., INC.6+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,685 | $58,879+140.6% | $178,490-20.6% | $73,488+92.8% |
| Participation rate | 93.3% | 66.2%+27.0pp | 81.9%+11.3pp | 70.7%+22.6pp |
| Annual return | 11.97% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $5,667 | $2,236+153.4% | $5,011+13.1% | $2,270+149.6% |
| Participant deferral / active EE | $5,735 | $2,567+123.4% | $5,202+10.3% | $3,740+53.4% |
| Admin fee / account holder | $687 | $400+71.6% | $13,984-95.1% | $513+33.9% |