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 |
|---|---|---|
PACIFIC GLOBAL INVESTMENT MGMT5+ years Service code 26 · EIN 95-4351611 | Advisory (Participants) | $90,244 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,705 |
EQUIUS PARTNERS INC5+ years Service code 26 · EIN 94-2927404 | Advisory (Participants) | $21,972 |
SCHARF INVESTMENTS LLC5+ years Service code 26 · EIN 26-3775085 | Advisory (Participants) | $18,957 |
CAPITAL ADVANTAGE INC2 years Service code 26 · EIN 94-3307876 | Advisory (Participants) | $15,705 |
DESTINATION WEALTH MANAGEMENT5+ years Service code 26 · EIN 56-2326959 | Advisory (Participants) | $14,471 |
PARK PIEDMONT ADVISORS LLC4 years Service code 26 · EIN 06-1710971 | Advisory (Participants) | $11,209 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $10,209 |
HARRY KEIR OXLEY DBA DOUBLE BA5+ years Service code 26 · EIN 03-0450991 | Advisory (Participants) | $5,699 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $482,712 | $62,928+667.1% | $172,739+179.4% | $67,579+614.3% |
| Participation rate | 97.7% | 64.5%+33.2pp | 82.6%+15.0pp | 71.3%+26.4pp |
| Annual return | 21.44% | 30.36%-8.9pp | 802.84%-781.4pp | 378.56%-357.1pp |
| Employer contribution / active EE | $14,999 | $1,636+816.8% | $5,143+191.7% | $2,148+598.4% |
| Participant deferral / active EE | $11,632 | $2,145+442.3% | $5,198+123.8% | $3,539+228.6% |
| Admin fee / account holder | $833 | $167+400.1% | $13,954-94.0% | $142+485.7% |