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 LLC3+ years Filed as: SIGNATURED LLC Service code 26 · EIN 58-2323085 | Advisory (Participants) | $270,247 |
ZWJ INVESTMENT COUNSEL INC3+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $125,795 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $118,822 |
Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 28 · EIN 26-4310632 | Investment Management | $89,777 |
ACADEMY CAPITAL MANAGEMENT3+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $53,408 |
DEFENDER CAPITAL3+ years Service code 26 · EIN 45-3447644 | Advisory (Participants) | $25,976 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $25,456 |
KAYS FINANCIAL ADVISORY CORP3+ years Service code 26 · EIN 58-1619177 | Advisory (Participants) | $18,749 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $17,428 |
FCA CORP3+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $16,532 |
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 | $269,919 | $96,458+179.8% | $136,294+98.0% | $77,958+246.2% |
| Participation rate | 98.8% | 75.4%+23.4pp | 81.9%+16.9pp | 71.6%+27.1pp |
| Annual return | 18.48% | 23.78%-5.3pp | 5155.94%-5137.5pp | 20.87%-2.4pp |
| Employer contribution / active EE | $10,486 | $3,144+233.5% | $4,695+123.3% | $2,310+353.8% |
| Participant deferral / active EE | $13,235 | $5,902+124.2% | $6,247+111.9% | $3,537+274.2% |
| Admin fee / account holder | $84 | $80+4.5% | $9,243-99.1% | $97-13.6% |