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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $68,651 |
ADEPTUS PARTNERS LLC5 years Service code 10 · EIN 20-1835208 | Accounting | $16,000 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $37 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $295,609 | $84,487+249.9% | $125,339+135.8% | $66,914+341.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -17.16% | -8.39%-8.8pp | 572.05%-589.2pp | 1.58%-18.7pp |
| Employer contribution / active EE | $4,286 | $3,553+20.6% | $4,814-11.0% | $2,544+68.5% |
| Participant deferral / active EE | $15,115 | $6,781+122.9% | $7,446+103.0% | $4,237+256.7% |
| Admin fee / account holder | $347 | $685-49.4% | $10,010-96.5% | $593-41.5% |