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 |
|---|---|---|
DELTA FINANCIAL ADVISORS LLC3 years Service code 26 · EIN 02-0630347 | Advisory (Participants) | $24,504 |
FISHER INVESTMENTS5 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $20,068 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,517 |
Service code 26 · EIN 76-0536705 | Advisory (Participants) | $11,237 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $684 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $330,966 | $95,274+247.4% | $135,903+143.5% | $74,419+344.7% |
| Participation rate | 96.0% | 78.2%+17.9pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 20.48% | 32.77%-12.3pp | 68.23%-47.7pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,004 | $3,874-22.5% | $4,856-38.1% | $2,637+13.9% |
| Participant deferral / active EE | $10,426 | $7,782+34.0% | $7,758+34.4% | $4,528+130.3% |
| Admin fee / account holder | $167 | $266-37.2% | $10,762-98.4% | $348-52.0% |