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 |
|---|---|---|
PARALLEL ADVISORS LLC2+ years Service code 28 · EIN 20-4420591 | Investment Management | $15,360 |
THE MILESTONE GROUP2+ years Filed as: MILESTONE GROUP INC Service code 28 · EIN 84-1333402 | Investment Management | $10,667 |
J V BRUNI AND COMPANY1 year Service code 28 · EIN 84-1233870 | Investment Management | $9,339 |
GOLDMAN SACHS1 year Filed as: UNITED CAPITAL FINANCIAL ADVISORS Service code 28 · EIN 27-0493248 | Investment Management | $8,154 |
FIRST WESTERN TRUST BANK2+ years Service code 28 · EIN 27-0083757 | Investment Management | $6,205 |
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $6,135 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $411,103 | $75,183+446.8% | $123,892+231.8% | $55,167+645.2% |
| Participation rate | 97.3% | 72.8%+24.5pp | 81.4%+15.9pp | 69.0%+28.3pp |
| Annual return | 12.37% | 19.01%-6.6pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $10,036 | $2,823+255.5% | $4,617+117.4% | $1,963+411.4% |
| Participant deferral / active EE | $8,082 | $5,084+59.0% | $5,984+35.1% | $3,054+164.6% |
| Admin fee / account holder | $228 | $663-65.6% | $8,357-97.3% | $504-54.7% |