See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SIGNATUREFD LLC6+ years Filed as: SIGNATURED LLC Service code 26 · EIN 58-2323085 | Advisory (Participants) | $231,842 |
ZWJ INVESTMENT COUNSEL INC6+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $151,767 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $147,436 |
Filed as: MORGAN STANLEY GLOBAL BANKING Service code 28 · EIN 26-4310844 | Investment Management | $78,374 |
ACADEMY CAPITAL MANAGEMENT6+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $49,340 |
FCA CORP6+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $35,207 |
HOMRICH BERG3 years Service code 26 · EIN 58-1862413 | Advisory (Participants) | $31,911 |
Filed as: CIBC PRIVATE WEALTH ADVISERS INC Service code 26 · EIN 20-0822261 | Advisory (Participants) | $27,758 |
Service code 10 · EIN 13-4008324 | Accounting | $22,500 |
KAYS FINANCIAL ADVISORY CORP6+ years Service code 26 · EIN 58-1619177 | Advisory (Participants) | $18,828 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $340,349 | $127,481+167.0% | $149,696+127.4% | $90,288+277.0% |
| Participation rate | 98.4% | 78.2%+20.1pp | 82.5%+15.9pp | 73.4%+25.0pp |
| Annual return | 17.15% | 57.78%-40.6pp | 276.60%-259.5pp | 53.97%-36.8pp |
| Employer contribution / active EE | $10,733 | $3,448+211.3% | $4,644+131.1% | $2,524+325.2% |
| Participant deferral / active EE | $15,315 | $6,975+119.6% | $6,842+123.8% | $4,232+261.9% |
| Admin fee / account holder | $316 | $152+108.6% | $9,309-96.6% | $114+177.5% |