See peer percentile detail. $4.99 for your first month.
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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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,377 |
GOLDMAN SACHS5+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 26 · EIN 83-0473650 | Advisory (Participants) | $43,538 |
ANTONELLI FINANCIAL2 years Service code 26 · EIN 81-4562288 | Advisory (Participants) | $21,797 |
SCHARF INVESTMENTS LLC4 years Service code 26 · EIN 26-3775085 | Advisory (Participants) | $17,721 |
RICHMOND CAPITAL MANAGEMENT5+ years Filed as: RICHMOND CAPITAL MANAGEMENT INC. Service code 26 · EIN 54-1288566 | Advisory (Participants) | $15,492 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,215 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,240 | $88,122+331.5% | $141,162+169.4% | $67,579+462.7% |
| Participation rate | 94.5% | 76.5%+18.0pp | 82.5%+12.0pp | 71.3%+23.2pp |
| Annual return | 21.04% | 75.40%-54.4pp | 71.39%-50.4pp | 378.56%-357.5pp |
| Employer contribution / active EE | $12,652 | $3,224+292.4% | $4,735+167.2% | $2,148+489.1% |
| Participant deferral / active EE | $10,444 | $5,958+75.3% | $6,709+55.7% | $3,539+195.1% |
| Admin fee / account holder | $208 | $131+58.7% | $10,261-98.0% | $142+46.0% |