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 |
|---|---|---|
SIGNATUREFD LLC4 years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $269,589 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $220,057 |
ZWJ INVESTMENT COUNSEL INC11+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $179,564 |
ACADEMY CAPITAL MANAGEMENT11+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $56,536 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $51,549 |
HB WEALTH MANAGEMENT LLC4 years Service code 26 · EIN 87-2119854 | Advisory (Participants) | $41,799 |
Service code 26 · EIN 99-1048947 | Advisory (Participants) | $34,701 |
FCA CORP11+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $26,992 |
FIDUCIENT ADVISORS LLC2 years Service code 28 · EIN 36-4001764 | Investment Management | $15,996 |
LMCG INVESTMENTS LLC4 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $15,589 |
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 | $438,437 | $145,877+200.6% | $150,045+192.2% | $102,872+326.2% |
| Participation rate | 98.2% | 79.8%+18.4pp | 82.3%+15.9pp | 73.0%+25.2pp |
| Annual return | 17.15% | 21.37%-4.2pp | 62.55%-45.4pp | 19.06%-1.9pp |
| Employer contribution / active EE | $9,467 | $4,710+101.0% | $4,693+101.7% | $3,526+168.5% |
| Participant deferral / active EE | $21,964 | $9,491+131.4% | $7,997+174.6% | $5,535+296.8% |
| Admin fee / account holder | $298 | $176+69.2% | $13,435-97.8% | $292+1.9% |