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 |
|---|---|---|
FRONTIER ASSET MANAGEMENT3 years Service code 26 · EIN 83-0331917 | Advisory (Participants) | $64,976 |
SULLIVAN BRUYETTE3 years Service code 26 · EIN 54-1571022 | Advisory (Participants) | $48,415 |
ALPHACORE CAPITAL LLC2 years Service code 26 · EIN 47-2314998 | Advisory (Participants) | $36,062 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $30,407 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $30,407 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,111 |
Service code 26 · EIN 46-4044042 | Advisory (Participants) | $20,970 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $14,752 |
Filed as: KLOPP INVESTMENT MANAGEMENT LL Service code 26 · EIN 34-1839736 | Advisory (Participants) | $12,041 |
INTERWEALTH MANAGEMENT LLC3 years Service code 26 · EIN 27-4375375 | Advisory (Participants) | $11,791 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $439,179 | $100,801+335.7% | $149,696+193.4% | $73,409+498.3% |
| Participation rate | 85.7% | 77.7%+8.0pp | 82.5%+3.2pp | 72.2%+13.5pp |
| Annual return | 14.03% | 265.34%-251.3pp | 276.60%-262.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $11,509 | $3,312+247.5% | $4,644+147.8% | $2,234+415.3% |
| Participant deferral / active EE | $12,229 | $6,404+90.9% | $6,842+78.7% | $3,805+221.3% |
| Admin fee / account holder | $287 | $181+58.5% | $9,309-96.9% | $158+81.5% |