Filed August 11, 2023
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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,767 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 · EIN 26-0058143 | Investment Management | $86,250 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $26,717 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $18,950 |
SIGNATURE ESTATE & INVESTMENT6+ years Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 26 · EIN 95-4806910 | Advisory (Participants) | $13,366 |
PARSEC FINANCIAL MANAGEMENT5 years Service code 26 · EIN 56-1443390 | Advisory (Participants) | $8,226 |
HCR WEALTH ADVISORS4 years Service code 26 · EIN 95-4181883 | Advisory (Participants) | $5,731 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 28 · EIN 94-1737782 | Investment Management | $0 |
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 | $333,449 | $127,481+161.6% | $149,696+122.8% | $90,288+269.3% |
| Participation rate | 95.9% | 78.2%+17.7pp | 82.5%+13.4pp | 73.4%+22.6pp |
| Annual return | 19.47% | 57.78%-38.3pp | 276.60%-257.1pp | 53.97%-34.5pp |
| Employer contribution / active EE | $11,990 | $3,448+247.7% | $4,644+158.2% | $2,524+375.0% |
| Participant deferral / active EE | $14,537 | $6,975+108.4% | $6,842+112.5% | $4,232+243.5% |
| Admin fee / account holder | $136 | $152-10.3% | $9,309-98.5% | $114+19.3% |