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 |
|---|---|---|
WHITE PINE CAPITAL1 year Filed as: WHITE PINE CAPITAL LLC Service code 26 · EIN 41-1933144 | Advisory (Participants) | $37,025 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 28 · EIN 06-1397347 | Investment Management | $33,750 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,314 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $653 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $548,072 | $93,571+485.7% | $135,903+303.3% | $75,163+629.2% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 16.87% | 30.90%-14.0pp | 68.23%-51.4pp | 160.62%-143.7pp |
| Employer contribution / active EE | $18,041 | $3,537+410.1% | $4,856+271.5% | $2,670+575.8% |
| Participant deferral / active EE | $14,025 | $6,404+119.0% | $7,758+80.8% | $4,125+240.0% |
| Admin fee / account holder | $719 | $6,975-89.7% | $10,762-93.3% | $5,651-87.3% |