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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $164,566 |
CAPFINANCIAL PARTNERS LLC4 years Service code 28 · EIN 26-0058143 | Investment Management | $107,950 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $20,998 |
SIGNATURE ESTATE & INVESTMENT8+ years Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 26 · EIN 95-4806910 | Advisory (Participants) | $16,798 |
Filed as: MESIROW FINANCIAL INVST. MGMT. INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $9,937 |
CHARLES SCHWAB & CO., INC.8+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
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 | $302,916 | $95,388+217.6% | $125,339+141.7% | $77,904+288.8% |
| Participation rate | 95.9% | 78.6%+17.3pp | 82.4%+13.5pp | 73.7%+22.2pp |
| Annual return | -16.27% | 116.19%-132.5pp | 572.05%-588.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $15,740 | $3,666+329.3% | $4,814+227.0% | $2,848+452.7% |
| Participant deferral / active EE | $12,975 | $7,711+68.3% | $7,446+74.3% | $4,806+170.0% |
| Admin fee / account holder | $139 | $119+16.8% | $10,010-98.6% | $133+4.7% |