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 |
|---|---|---|
GOLDMAN SACHS8 years Filed as: BLACKHAWK CAPITAL PARTNERS LLC Service code 28 · EIN 45-2341486 | Investment Management | $33,719 |
F/M INVESTMENTS LLC1 year Service code 28 · EIN 84-1772859 | Investment Management | $28,711 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 85-0597999 | Investment Management | $26,486 |
ARCATAUR CAPITAL MANAGEMENT6 years Filed as: ARCATAUR CAPITAL MANAGEMENT LLC Service code 28 · EIN 11-3662316 | Investment Management | $19,508 |
ANNEX WEALTH MANAGEMENT LLC2 years Filed as: ANNEX ADVISORY SERVICES LLC Service code 28 · EIN 68-0524298 | Investment Management | $16,483 |
Filed as: MESIROW FINANCIAL INVESTMENT M Service code 28 · EIN 36-3429599 | Investment Management | $16,235 |
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $14,439 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $322,522 | $106,028+204.2% | $146,958+119.5% | $77,643+315.4% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 14.80% | 56.73%-41.9pp | 418.34%-403.5pp | 31.24%-16.4pp |
| Employer contribution / active EE | $10,980 | $4,063+170.2% | $4,933+122.6% | $2,726+302.8% |
| Participant deferral / active EE | $12,734 | $7,990+59.4% | $8,070+57.8% | $4,647+174.0% |
| Admin fee / account holder | $165 | $337-51.1% | $12,998-98.7% | $430-61.7% |