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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $143,031 |
ABACUS PLANNING GROUP INC3 years Service code 26 · EIN 56-2074442 | Advisory (Participants) | $133,893 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $66,658 |
V M MANNING & CO INC6+ years Service code 26 · EIN 57-0402697 | Advisory (Participants) | $47,464 |
LMCG INVESTMENTS LLC6+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $45,105 |
CCM INVESTMENT ADVISERS LLC4 years Service code 26 · EIN 57-1127313 | Advisory (Participants) | $44,850 |
BALENTINE LLC2 years Service code 28 · EIN 27-1403339 | Investment Management | $42,777 |
BUCKHEAD CAPITAL MANAGEMENT LLC6+ years Service code 26 · EIN 58-2552872 | Advisory (Participants) | $28,953 |
Service code 26 · EIN 47-4746562 | Advisory (Participants) | $21,338 |
CALVARY WEALTH LLC5+ years Service code 26 · EIN 20-1157888 | Advisory (Participants) | $16,380 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,446 | $127,481+120.8% | $149,696+88.0% | $90,288+211.7% |
| Participation rate | 94.9% | 78.2%+16.7pp | 82.5%+12.4pp | 73.4%+21.5pp |
| Annual return | 13.07% | 57.78%-44.7pp | 276.60%-263.5pp | 53.97%-40.9pp |
| Employer contribution / active EE | $9,755 | $3,448+182.9% | $4,644+110.0% | $2,524+286.5% |
| Participant deferral / active EE | $9,939 | $6,975+42.5% | $6,842+45.3% | $4,232+134.8% |
| Admin fee / account holder | $335 | $152+120.8% | $9,309-96.4% | $114+193.7% |