Filed March 10, 2021
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 7-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 |
|---|---|---|
SCHULZ WEALTH, LTD.2 years Filed as: SCHULZ WEALTH LTD Service code 27 · EIN 47-1178525 | Advisory (Plan) | $7,869 |
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 | $577,969 | $108,549+432.5% | $156,263+269.9% | $85,563+575.5% |
| Participation rate | 99.7% | 77.1%+22.6pp | 78.9%+20.8pp | 66.0%+33.7pp |
| Annual return | 23.56% | 21.79%+1.8pp | 59.47%-35.9pp | 31.51%-8.0pp |
| Employer contribution / active EE | $8,850 | $2,690+229.1% | $4,333+104.2% | $2,654+233.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $11 | $650-98.3% | $14,255-99.9% | $834-98.7% |