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 6-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 |
|---|---|---|
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $109,666 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,071 |
RIVERBRIDGE PARTNERS2 years Filed as: RIVERBRIDGE PARTNERS LLC Service code 26 · EIN 41-1930193 | Advisory (Participants) | $67,731 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 26 · EIN 37-1711781 | Advisory (Participants) | $41,874 |
Filed as: HURLOW WEALTH MGMT GROUP INC Service code 26 · EIN 36-4510648 | Advisory (Participants) | $19,746 |
Service code 26 · EIN 43-1410129 | Advisory (Participants) | $11,570 |
Service code 26 · EIN 47-0988610 | Advisory (Participants) | $8,540 |
Service code 26 · EIN 26-2835793 | Advisory (Participants) | $8,200 |
GALECKI FINANCIAL2 years Filed as: GALECKI FINANCIAL MANAGEMENT I Service code 26 · EIN 20-3255637 | Advisory (Participants) | $7,890 |
Filed as: CORDA INVESTMENT Service code 26 · EIN 46-1666044 | Advisory (Participants) | $7,827 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $323,646 | $95,388+239.3% | $125,339+158.2% | $77,904+315.4% |
| Participation rate | 88.6% | 78.6%+10.0pp | 82.4%+6.2pp | 73.7%+14.9pp |
| Annual return | -18.50% | 116.19%-134.7pp | 572.05%-590.5pp | 12.21%-30.7pp |
| Employer contribution / active EE | $9,573 | $3,666+161.1% | $4,814+98.9% | $2,848+236.2% |
| Participant deferral / active EE | $9,685 | $7,711+25.6% | $7,446+30.1% | $4,806+101.5% |
| Admin fee / account holder | $210 | $119+76.8% | $10,010-97.9% | $133+58.6% |