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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $536,047 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $242,339 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC Service code 28 · EIN 84-4519624 | Investment Management | $230,629 |
Service code 26 · EIN 84-3178156 | Advisory (Participants) | $27,198 |
FAS WEALTH PARTNERS INC3 years Service code 26 · EIN 48-0948682 | Advisory (Participants) | $20,052 |
CREATIVE PLANNING LLC5 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,658 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISO Service code 26 · EIN 20-1903821 | Advisory (Participants) | $9,195 |
HAMILTON CAPITAL LLC1 year Service code 26 · EIN 83-3000171 | Advisory (Participants) | $5,429 |
Service code 26 · EIN 76-0661984 | Advisory (Participants) | $5,319 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $2,022 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,914 | $119,627-34.0% | $146,958-46.3% | $99,062-20.3% |
| Participation rate | 92.4% | 73.4%+18.9pp | 82.2%+10.2pp | 71.6%+20.7pp |
| Annual return | 11.76% | 28.82%-17.1pp | 418.34%-406.6pp | 17.66%-5.9pp |
| Employer contribution / active EE | $0 | $4,153-100.0% | $4,933-100.0% | $3,262-100.0% |
| Participant deferral / active EE | $8,000 | $7,9970% | $8,070-0.9% | $5,331+50.1% |
| Admin fee / account holder | $141 | $150-5.8% | $12,998-98.9% | $109+29.3% |