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 |
|---|---|---|
LONGBOW ASSET MANAGEMENT4 years Service code 26 · EIN 76-0724738 | Advisory (Participants) | $7,421 |
CHARLES DAVID HYMAN7+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $7,170 |
ATON ADVISORS LLC7+ years Service code 26 · EIN 27-2064708 | Advisory (Participants) | $3,583 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT SERVICES Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,875 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $518 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $176,056-100.0% | $159,436-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.8%-82.8pp | 82.1%-82.1pp |
| Annual return | -95.72% | 331.75%-427.5pp | 263.57%-359.3pp | 478.56%-574.3pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |