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 |
|---|---|---|
SIGNATURE ESTATE & INVESTMENT7+ years Filed as: SIGNATURE INVESTMENT ADVISORS Service code 26 · EIN 45-3791510 | Advisory (Participants) | $146,161 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,944 |
THE COLONY GROUP LLC7+ years Service code 26 · EIN 90-0751149 | Advisory (Participants) | $20,514 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS LL Service code 26 · EIN 32-0070947 | Advisory (Participants) | $20,228 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $14,327 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,686 | $61,156+273.9% | $185,823+23.1% | $79,386+188.1% |
| Participation rate | 96.0% | 66.6%+29.3pp | 81.7%+14.3pp | 70.7%+25.2pp |
| Annual return | 11.90% | 19.45%-7.5pp | 122.05%-110.1pp | 116.85%-104.9pp |
| Employer contribution / active EE | $7,991 | $2,321+244.4% | $5,167+54.7% | $2,427+229.2% |
| Participant deferral / active EE | $5,532 | $2,789+98.4% | $5,568-0.6% | $4,046+36.7% |
| Admin fee / account holder | $271 | $710-61.9% | $16,237-98.3% | $626-56.8% |