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 INC3 years Service code 26 · EIN 86-3603200 | Advisory (Participants) | $59,069 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,459 |
KINGFISHER CAPITAL LLC9+ years Service code 26 · EIN 26-4831865 | Advisory (Participants) | $27,971 |
BRAGG FINANCIAL ADVISORS2 years Filed as: BRAGG FINANCIAL ADVISORS INC Service code 26 · EIN 56-1790097 | Advisory (Participants) | $23,996 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,056 |
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.)
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 | $577,840 | $91,407+532.2% | $135,903+325.2% | $71,457+708.6% |
| Participation rate | 93.1% | 75.7%+17.4pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 16.80% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $20,175 | $3,703+444.8% | $4,856+315.5% | $2,588+679.7% |
| Participant deferral / active EE | $13,930 | $7,092+96.4% | $7,758+79.6% | $4,289+224.8% |
| Admin fee / account holder | $550 | $1,266-56.6% | $10,762-94.9% | $1,587-65.4% |