See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $117,880 |
ALLWORTH FINANCIAL1 year Filed as: ALLWORTH FINANCIAL LP Service code 26 · EIN 68-0372662 | Advisory (Participants) | $34,401 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $20,343 |
BONFIRE FINANCIAL LLC3 years Service code 26 · EIN 82-1069567 | Advisory (Participants) | $18,706 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-3297908 | Advisory (Participants) | $13,012 |
Service code 26 · EIN 81-4399309 | Advisory (Participants) | $9,329 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,757 |
Service code 26 · EIN 55-0808353 | Advisory (Participants) | $6,003 |
LITTLE HOUSE CAPITAL2 years Filed as: LITTLE HOUSE CAPITAL LLC Service code 26 · EIN 82-2085030 | Advisory (Participants) | $5,890 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $5,416 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,826 | $70,115+240.6% | $70,515+238.7% | $80,160+197.9% |
| Participation rate | 99.5% | 71.7%+27.8pp | 68.3%+31.1pp | 72.9%+26.5pp |
| Annual return | 21.06% | 134.51%-113.5pp | 32.77%-11.7pp | 40.38%-19.3pp |
| Employer contribution / active EE | $25,785 | $3,021+753.5% | $2,973+767.2% | $2,978+765.9% |
| Participant deferral / active EE | $11,915 | $4,495+165.1% | $4,567+160.9% | $5,017+137.5% |
| Admin fee / account holder | $66 | $112-41.6% | $6,412-99.0% | $145-54.7% |