See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
RMB CAPITAL MANAGEMENT LLC6+ years Service code 26 · EIN 59-3792751 | Advisory (Participants) | $199,067 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $40,627 |
SULLIVAN BRUYETTE2 years Service code 26 · EIN 54-1571022 | Advisory (Participants) | $19,261 |
DIMEO SCHNEIDER & ASSOCIATES LLC6+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 26 · EIN 36-4001764 | Advisory (Participants) | $17,682 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $17,608 |
Service code 26 · EIN 43-1410129 | Advisory (Participants) | $17,567 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $15,327 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $15,160 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $14,337 |
Service code 26 · EIN 81-0698246 | Advisory (Participants) | $11,794 |
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 | $369,632 | $127,481+189.9% | $149,696+146.9% | $90,288+309.4% |
| Participation rate | 97.8% | 78.2%+19.6pp | 82.5%+15.3pp | 73.4%+24.5pp |
| Annual return | 15.19% | 57.78%-42.6pp | 276.60%-261.4pp | 53.97%-38.8pp |
| Employer contribution / active EE | $9,258 | $3,448+168.5% | $4,644+99.3% | $2,524+266.8% |
| Participant deferral / active EE | $13,667 | $6,975+95.9% | $6,842+99.8% | $4,232+222.9% |
| Admin fee / account holder | $19 | $152-87.2% | $9,309-99.8% | $114-82.9% |