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 |
|---|---|---|
CAPITAL DIRECTIONS, LLC7+ years Filed as: CAPITAL DIRECTIONS LLC Service code 26 · EIN 58-2592093 | Advisory (Participants) | $80,385 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,124 |
BRIGHTWORTH LLC7+ years Service code 26 · EIN 58-2296041 | Advisory (Participants) | $19,636 |
GOLDMAN SACHS3 years Filed as: UNITED CAPITAL FINANCIAL ADVIS Service code 26 · EIN 27-0493248 | Advisory (Participants) | $19,600 |
SIGNATUREFD LLC4 years Service code 26 · EIN 58-2323085 | Advisory (Participants) | $14,746 |
RENE J NEYREY4 years Service code 26 · EIN 43-6089088 | Advisory (Participants) | $10,683 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,383 |
CHARLES SCHWAB & CO., INC.3 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.
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 | $388,645 | $104,317+272.6% | $159,436+143.8% | $86,799+347.8% |
| Participation rate | 96.3% | 77.7%+18.6pp | 82.8%+13.5pp | 72.3%+24.0pp |
| Annual return | 13.09% | 26.32%-13.2pp | 263.57%-250.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $11,600 | $3,451+236.2% | $4,829+140.2% | $2,405+382.3% |
| Participant deferral / active EE | $11,383 | $6,837+66.5% | $7,352+54.8% | $4,131+175.5% |
| Admin fee / account holder | $376 | $172+118.1% | $10,799-96.5% | $170+121.5% |