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 |
|---|---|---|
Filed as: CIBC PRIVATE WEALTH ADVISORS INC Service code 26 · EIN 20-0822261 | Advisory (Participants) | $98,444 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $29,749 |
KOVITZ INVESTMENT GROUP1 year Filed as: KOVITZ INVESTMENT GROUP PARTNERS Service code 26 · EIN 47-5657416 | Advisory (Participants) | $20,184 |
LESLIE GLOBAL WEALTH LLC10+ years Service code 26 · EIN 38-3871023 | Advisory (Participants) | $16,210 |
DAVID ROMANO7 years Filed as: DAVID VAUGHAN INVESTMENTS LLC Service code 26 · EIN 37-1272863 | Advisory (Participants) | $15,592 |
WILLIAM BLAIR9 years Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 26 · EIN 47-2614791 | Advisory (Participants) | $13,731 |
CHARLES SCHWAB & CO., INC.10+ years Service code 16 · EIN 94-1737782 | Consulting | $2,332 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $260,617 | $119,446+118.2% | $150,045+73.7% | $85,563+204.6% |
| Participation rate | 98.3% | 75.4%+22.8pp | 82.3%+15.9pp | 66.0%+32.3pp |
| Annual return | 15.03% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $7,687 | $4,078+88.5% | $4,693+63.8% | $2,654+189.7% |
| Participant deferral / active EE | $11,162 | $7,985+39.8% | $7,997+39.6% | $4,375+155.1% |
| Admin fee / account holder | $341 | $548-37.7% | $13,435-97.5% | $834-59.1% |