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 |
|---|---|---|
SAVANT CAPITAL MANAGEMENT2 years Filed as: SAVANT CAPITAL LLC Service code 26 · EIN 45-3812777 | Advisory (Participants) | $143,939 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,234 |
Filed as: CAP FINANCIAL PARTNERS LLC Service code 28 · EIN 26-0058143 | Investment Management | $46,187 |
HB WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 87-2119854 | Advisory (Participants) | $20,085 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $13,531 |
WAYPOINT WEALTH COUNSEL LLC2 years Service code 26 · EIN 46-5505628 | Advisory (Participants) | $9,247 |
CORNERCAP INVESTMENT COUNSEL2 years Filed as: CORNERCAP INVESTMENT COUNSEL I Service code 26 · EIN 62-1417686 | Advisory (Participants) | $7,445 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $5,297 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $550,229 | $101,317+443.1% | $146,958+274.4% | $74,495+638.6% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 9.70% | 8730.91%-8721.2pp | 418.34%-408.6pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $21,645 | $3,810+468.1% | $4,933+338.8% | $2,623+725.2% |
| Participant deferral / active EE | $16,290 | $7,303+123.1% | $8,070+101.9% | $4,346+274.9% |
| Admin fee / account holder | $959 | $1,739-44.8% | $12,998-92.6% | $1,942-50.6% |