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 |
|---|---|---|
AT INVESTMENT ADVISERS INC5 years Service code 26 · EIN 20-0822261 | Advisory (Participants) | $79,981 |
DAVID ROMANO4 years Filed as: DAVID VAUGHAN INVESTMENTS LLC Service code 26 · EIN 37-1272863 | Advisory (Participants) | $20,884 |
LESLIE GLOBAL WEALTH LLC7+ years Service code 26 · EIN 38-3871023 | Advisory (Participants) | $13,984 |
WILLIAM BLAIR6 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $12,296 |
Service code 26 · EIN 35-2469176 | Advisory (Participants) | $8,489 |
Filed as: STRATEGIC WEALTH PARTNERS GROUP Service code 26 · EIN 47-2046833 | Advisory (Participants) | $3,183 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $2,237 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,262 | $82,202+116.9% | $125,339+42.2% | $64,808+175.1% |
| Participation rate | 97.8% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | -17.01% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $6,886 | $3,615+90.5% | $4,814+43.1% | $2,506+174.8% |
| Participant deferral / active EE | $10,495 | $7,175+46.3% | $7,446+40.9% | $4,310+143.5% |
| Admin fee / account holder | $376 | $163+130.5% | $10,010-96.2% | $188+100.4% |