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 |
|---|---|---|
GLASSMAN WEALTH SERVICES LLC4 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $30,861 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $138 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $588,692 | $100,801+484.0% | $149,696+293.3% | $73,409+701.9% |
| Participation rate | 48.4% | 77.7%-29.3pp | 82.5%-34.1pp | 72.2%-23.8pp |
| Annual return | 13.36% | 265.34%-252.0pp | 276.60%-263.2pp | 59.29%-45.9pp |
| Employer contribution / active EE | $8,554 | $3,312+158.3% | $4,644+84.2% | $2,234+283.0% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $10 | $181-94.6% | $9,309-99.9% | $158-93.9% |