See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
GLASSY MOUNTAIN ADVISORS INC4 years Service code 26 · EIN 86-3603200 | Advisory (Participants) | $68,790 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $53,307 |
KINGFISHER CAPITAL LLC10+ years Service code 26 · EIN 26-4831865 | Advisory (Participants) | $31,303 |
BRAGG FINANCIAL ADVISORS3 years Filed as: BRAGG FINANCIAL ADVISORS INC Service code 26 · EIN 56-1790097 | Advisory (Participants) | $31,168 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $674 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $649,013 | $106,028+512.1% | $146,958+341.6% | $77,643+735.9% |
| Participation rate | 93.4% | 78.4%+15.0pp | 82.2%+11.2pp | 70.6%+22.8pp |
| Annual return | 13.95% | 56.73%-42.8pp | 418.34%-404.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $20,404 | $4,063+402.2% | $4,933+313.6% | $2,726+648.5% |
| Participant deferral / active EE | $13,662 | $7,990+71.0% | $8,070+69.3% | $4,647+194.0% |
| Admin fee / account holder | $618 | $337+83.0% | $12,998-95.2% | $430+43.5% |