See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ZWJ INVESTMENT COUNSEL INC9+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $201,694 |
SIGNATUREFD LLC2 years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $195,727 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $185,520 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY GLOBAL Service code 28 · EIN 26-4310632 | Investment Management | $126,245 |
ACADEMY CAPITAL MANAGEMENT9+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $50,834 |
HB WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 87-2119854 | Advisory (Participants) | $47,388 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $43,367 |
FCA CORP9+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $27,062 |
AVIDIAN WEALTH SOLUTIONS LLC2 years Service code 26 · EIN 06-1667250 | Advisory (Participants) | $21,822 |
LMCG INVESTMENTS LLC2 years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $11,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $343,664 | $107,459+219.8% | $135,903+152.9% | $80,160+328.7% |
| Participation rate | 98.6% | 78.0%+20.6pp | 81.9%+16.7pp | 72.9%+25.7pp |
| Annual return | 19.42% | 91.91%-72.5pp | 68.23%-48.8pp | 40.38%-21.0pp |
| Employer contribution / active EE | $10,050 | $3,877+159.2% | $4,856+107.0% | $2,978+237.5% |
| Participant deferral / active EE | $20,217 | $8,195+146.7% | $7,758+160.6% | $5,017+302.9% |
| Admin fee / account holder | $310 | $127+143.8% | $10,762-97.1% | $145+113.6% |