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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $157,872 |
CAPFINANCIAL PARTNERS LLC3 years Service code 28 · EIN 26-0058143 | Investment Management | $63,750 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $27,611 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $24,336 |
SIGNATURE ESTATE & INVESTMENT7+ years Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 26 · EIN 95-4806910 | Advisory (Participants) | $17,266 |
Service code 26 | Advisory (Participants) | $9,112 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Filed as: MESIROW FIN. INVST. MGMT Service code 26 · EIN 36-3429599 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,996 | $120,450+205.5% | $159,436+130.8% | $93,030+295.6% |
| Participation rate | 95.8% | 78.0%+17.8pp | 82.8%+13.0pp | 73.9%+21.9pp |
| Annual return | 13.99% | 27.11%-13.1pp | 263.57%-249.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $12,367 | $3,526+250.8% | $4,829+156.1% | $2,706+357.1% |
| Participant deferral / active EE | $14,793 | $7,283+103.1% | $7,352+101.2% | $4,562+224.2% |
| Admin fee / account holder | $134 | $137-2.2% | $10,799-98.8% | $152-11.9% |