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 |
|---|---|---|
SCHAEFER FINANCIAL MANAGEMENT6+ years Service code 27 · EIN 84-1593457 | Advisory (Plan) | $20,022 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,970 |
Service code 27 4643 S ULSTER STREET · DENVER, CO 80237 | Advisory (Plan) | $8,987 |
PRIVATE ADVISOR GROUP LLC4 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 27 · EIN 37-1711781 | Advisory (Plan) | $3,492 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $703 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,153 | $99,957+90.2% | $149,696+27.0% | $73,488+158.8% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 11.13% | 53.87%-42.7pp | 276.60%-265.5pp | 28.51%-17.4pp |
| Employer contribution / active EE | $5,263 | $3,191+64.9% | $4,644+13.3% | $2,270+131.9% |
| Participant deferral / active EE | $7,632 | $6,073+25.7% | $6,842+11.6% | $3,740+104.1% |
| Admin fee / account holder | $122 | $551-77.9% | $9,309-98.7% | $513-76.3% |