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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $64,748 |
APEXIUM FINANCIAL LP4 years Service code 26 · EIN 47-4515025 | Advisory (Participants) | $48,504 |
GLASSMAN WEALTH SERVICES LLC7 years Service code 26 · EIN 27-0896966 | Advisory (Participants) | $41,133 |
WITHUMSMITH+BROWN, PC4 years Filed as: BROWN ADVISORY LLC Service code 26 · EIN 26-4560299 | Advisory (Participants) | $19,681 |
BRIDGEWATER7 years Filed as: BRIDGEWATER ADVISORS INC Service code 26 · EIN 13-3666115 | Advisory (Participants) | $17,432 |
KLINGMAN & ASSOCIATES, LLC3 years Filed as: KLINGMAN AND ASSOCIATES LLC Service code 26 · EIN 06-1612508 | Advisory (Participants) | $15,327 |
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,798 |
Service code 26 · EIN 82-1531856 | Advisory (Participants) | $10,892 |
Filed as: CORBYN INVESTMENT MANAGEMENT INC Service code 26 · EIN 52-0964322 | Advisory (Participants) | $6,203 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $4,824 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $517,066 | $106,028+387.7% | $146,958+251.8% | $77,643+566.0% |
| Participation rate | 37.0% | 78.4%-41.3pp | 82.2%-45.1pp | 70.6%-33.6pp |
| Annual return | 9.87% | 56.73%-46.9pp | 418.34%-408.5pp | 31.24%-21.4pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $7,076 | $7,990-11.4% | $8,070-12.3% | $4,647+52.3% |
| Admin fee / account holder | $724 | $337+114.4% | $12,998-94.4% | $430+68.1% |