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 |
|---|---|---|
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $124,511 |
MILLIMAN, INC.3 years Service code 15 · EIN 91-0675641 | Recordkeeping | $51,252 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $24,736 |
BERNSTEIN2 years Service code 27 1345 AVE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $22,422 |
Filed as: MERRILL LYNCH Service code 27 153 EAST 53RD STREET, 46TH FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $18,501 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $18,379 |
DAIN RAUSCHER INCORPORATED2 years Filed as: DAIN RAUSCHER Service code 27 250 NICOLLET MALL, SUITE 2000 · MINNEAPOLIS, MN 55401 | Advisory (Plan) | $11,385 |
TD AMERITRADE, INC.2 years Filed as: AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $5,686 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $364,491 | $84,487+331.4% | $125,339+190.8% | $66,914+444.7% |
| Participation rate | 97.8% | 76.4%+21.4pp | 82.4%+15.5pp | 69.8%+28.0pp |
| Annual return | -13.71% | -8.39%-5.3pp | 572.05%-585.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $11,982 | $3,553+237.2% | $4,814+148.9% | $2,544+371.0% |
| Participant deferral / active EE | $10,338 | $6,781+52.4% | $7,446+38.8% | $4,237+144.0% |
| Admin fee / account holder | $810 | $685+18.2% | $10,010-91.9% | $593+36.5% |