See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $295,988 |
CHARLES SCHWAB & CO., INC.9 years Service code 28 · EIN 94-1737782 | Investment Management | $50,951 |
D & G ADVISORY GROUP LLC7 years Filed as: D&G ADVISORY GROUP LLC Service code 26 · EIN 38-3040374 | Advisory (Participants) | $31,978 |
Filed as: BULL BEAR INVESTMENT MANAGEMENT Service code 26 · EIN 92-1344426 | Advisory (Participants) | $11,378 |
Service code 26 · EIN 27-3129399 | Advisory (Participants) | $6,091 |
Service code 26 · EIN 38-3088163 | Advisory (Participants) | $834 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $272,940 | $50,982+435.4% | $154,803+76.3% | $85,563+219.0% |
| Participation rate | 99.8% | 59.8%+40.0pp | 78.1%+21.7pp | 66.0%+33.8pp |
| Annual return | 13.89% | 30.35%-16.5pp | 58.88%-45.0pp | 31.51%-17.6pp |
| Employer contribution / active EE | $10,449 | $1,708+511.7% | $4,305+142.7% | $2,654+293.8% |
| Participant deferral / active EE | $8,918 | $2,474+260.4% | $5,540+61.0% | $4,375+103.8% |
| Admin fee / account holder | $270 | $846-68.1% | $14,329-98.1% | $834-67.6% |