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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $54,000 |
CASCADES CAPITAL LLC5 years Service code 26 · EIN 46-2208047 | Advisory (Participants) | $36,194 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $12,600 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,488 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 26 · EIN 20-1131890 | Advisory (Participants) | $5,745 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $467 |
CHARLES SCHWAB & CO., INC.8+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $360,104 | $65,061+453.5% | $143,757+150.5% | $66,914+438.2% |
| Participation rate | 99.5% | 65.2%+34.3pp | 80.3%+19.2pp | 69.8%+29.7pp |
| Annual return | -18.17% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $13,584 | $2,361+475.4% | $4,951+174.4% | $2,544+433.9% |
| Participant deferral / active EE | $9,215 | $2,919+215.7% | $5,637+63.5% | $4,237+117.5% |
| Admin fee / account holder | $449 | $502-10.5% | $14,673-96.9% | $593-24.3% |