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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $37,999 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,365 |
MERITAGE PORTFOLIO MANAGEMENT9+ years Service code 26 · EIN 48-1100663 | Advisory (Participants) | $18,278 |
KRILOGY FINANCIAL LLC5 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $13,843 |
CANVAS WEALTH ADVISORS LLC3 years Service code 26 · EIN 84-1908421 | Advisory (Participants) | $7,853 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,601 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $260,170 | $95,274+173.1% | $135,903+91.4% | $74,419+249.6% |
| Participation rate | 97.0% | 78.2%+18.8pp | 81.9%+15.1pp | 70.7%+26.3pp |
| Annual return | 22.36% | 32.77%-10.4pp | 68.23%-45.9pp | 34.38%-12.0pp |
| Employer contribution / active EE | $14,583 | $3,874+276.4% | $4,856+200.3% | $2,637+452.9% |
| Participant deferral / active EE | $10,024 | $7,782+28.8% | $7,758+29.2% | $4,528+121.4% |
| Admin fee / account holder | $149 | $266-43.8% | $10,762-98.6% | $348-57.0% |