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 |
|---|---|---|
MILLIMAN, INC.5 years Service code 15 · EIN 91-0675641 | Recordkeeping | $22,675 |
ATON ADVISORS LLC3 years Service code 28 · EIN 27-2064708 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
EP WEALTH ADVISORS LLC2 years Filed as: EP WEALTH ADVISORS LLP Service code 28 · EIN 33-0152539 | Investment Management | $0 |
FIRST WESTERN TRUST BANK6+ years Service code 28 · EIN 27-0083757 | Investment Management | $0 |
Service code 28 · EIN 84-1314618 | Investment Management | $0 |
J V BRUNI AND COMPANY5 years Service code 28 · EIN 84-1233870 | Investment Management | $0 |
KLCM ADVISORS INC1 year Service code 28 · EIN 39-1752579 | Investment Management | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 28 · EIN 36-3297908 | Investment Management | $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 | $606,047 | $99,957+506.3% | $149,696+304.9% | $73,488+724.7% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.1pp | 70.7%+24.9pp |
| Annual return | 12.70% | 53.87%-41.2pp | 276.60%-263.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $10,815 | $3,191+238.9% | $4,644+132.9% | $2,270+376.4% |
| Participant deferral / active EE | $9,274 | $6,073+52.7% | $6,842+35.5% | $3,740+148.0% |
| Admin fee / account holder | $333 | $551-39.5% | $9,309-96.4% | $513-35.1% |