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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,996 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $90,168 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $35,500 |
CERITY PARTNERS1 year Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $24,164 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $19,784 |
SIGNATURE ESTATE & INVESTMENT9+ years Filed as: SIGNATURE ESTATE AND INVESTMENT Service code 26 · EIN 95-4806910 | Advisory (Participants) | $17,551 |
Filed as: MESIROW FINANCIAL INVST. MGMT. INC. Service code 26 · EIN 36-3429599 | Advisory (Participants) | $12,783 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $8,560 |
CHARLES SCHWAB & CO., INC.9+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $362,701 | $107,459+237.5% | $135,903+166.9% | $80,160+352.5% |
| Participation rate | 96.7% | 78.0%+18.6pp | 81.9%+14.8pp | 72.9%+23.7pp |
| Annual return | 19.11% | 91.91%-72.8pp | 68.23%-49.1pp | 40.38%-21.3pp |
| Employer contribution / active EE | $14,880 | $3,877+283.8% | $4,856+206.4% | $2,978+399.7% |
| Participant deferral / active EE | $18,477 | $8,195+125.5% | $7,758+138.2% | $5,017+268.3% |
| Admin fee / account holder | $132 | $127+4.1% | $10,762-98.8% | $145-8.9% |