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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $172,384 |
AVID WEALTH PARTNERS LLC1 year Service code 26 · EIN 85-1104557 | Advisory (Participants) | $24,087 |
STRATEGY MARKETPLACE LLC1 year Service code 26 · EIN 85-0638743 | Advisory (Participants) | $13,010 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $11,595 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $9,750 |
DYNAMIC WEALTH ADVISORS2 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $5,458 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Other fees; Direct payment from the p... | $1,699 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $254,759 | $70,115+263.3% | $70,515+261.3% | $80,160+217.8% |
| Participation rate | 88.6% | 71.7%+16.9pp | 68.3%+20.2pp | 72.9%+15.7pp |
| Annual return | 19.62% | 134.51%-114.9pp | 32.77%-13.2pp | 40.38%-20.8pp |
| Employer contribution / active EE | $6,334 | $3,021+109.7% | $2,973+113.0% | $2,978+112.7% |
| Participant deferral / active EE | $11,231 | $4,495+149.9% | $4,567+145.9% | $5,017+123.9% |
| Admin fee / account holder | $152 | $112+35.8% | $6,412-97.6% | $145+5.2% |