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 |
|---|---|---|
PUNCH & ASSOCIATES2 years Filed as: PUNCH & ASSOC INVESTMENT MANAG Service code 26 · EIN 82-0566501 | Advisory (Participants) | $94,906 |
Service code 26 · EIN 41-1962811 | Advisory (Participants) | $40,463 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,093 |
PLANNERS FINANCIAL SERVICES2 years Service code 26 · EIN 41-0984446 | Advisory (Participants) | $21,121 |
KOVITZ INVESTMENT GROUP2 years Filed as: KOVITZ INVESTMENT GROUP PARTNE Service code 26 · EIN 47-5657416 | Advisory (Participants) | $20,399 |
LMCG INVESTMENTS LLC2 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $19,679 |
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP INC Service code 26 · EIN 41-1921960 | Advisory (Participants) | $18,355 |
Service code 26 · EIN 41-1611668 | Advisory (Participants) | $13,803 |
BANNERSTONE CAPITAL MANAGEMENT8+ years Service code 26 · EIN 26-2360041 | Advisory (Participants) | $13,576 |
DUVAL INVESTMENT GROUP LLC2 years Service code 26 · EIN 46-2046525 | Advisory (Participants) | $9,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $443,414 | $46,292+857.9% | $143,757+208.4% | $64,808+584.2% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.8pp |
| Annual return | -17.75% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.6pp |
| Employer contribution / active EE | $20,901 | $1,910+994.5% | $4,951+322.2% | $2,506+734.1% |
| Participant deferral / active EE | $17,076 | $2,646+545.5% | $5,637+202.9% | $4,310+296.2% |
| Admin fee / account holder | $514 | $154+234.2% | $14,673-96.5% | $188+173.7% |