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 INC10+ years Service code 26 · EIN 58-1434494 | Advisory (Participants) | $228,068 |
SIGNATUREFD LLC3 years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $218,606 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $190,305 |
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $73,318 |
ACADEMY CAPITAL MANAGEMENT10+ years Service code 26 · EIN 74-2411461 | Advisory (Participants) | $54,632 |
Service code 26 · EIN 20-0822261 | Advisory (Participants) | $48,070 |
HB WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 87-2119854 | Advisory (Participants) | $36,487 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 26 · EIN 26-4310632 | Advisory (Participants) | $33,886 |
Service code 26 · EIN 99-1048947 | Advisory (Participants) | $31,729 |
FCA CORP10+ years Service code 26 · EIN 76-0076528 | Advisory (Participants) | $30,761 |
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 | $403,225 | $122,186+230.0% | $146,958+174.4% | $199,593+102.0% |
| Participation rate | 98.5% | 78.3%+20.2pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 18.07% | 30.56%-12.5pp | 418.34%-400.3pp | 34.25%-16.2pp |
| Employer contribution / active EE | $9,970 | $4,093+143.6% | $4,933+102.1% | $3,034+228.6% |
| Participant deferral / active EE | $20,414 | $8,502+140.1% | $8,070+153.0% | $5,087+301.3% |
| Admin fee / account holder | $317 | $179+77.3% | $12,998-97.6% | $269+17.9% |