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 |
|---|---|---|
Filed as: HALBERT HARGROVE Service code 27 · EIN 33-0804608 | Advisory (Plan) | $34,641 |
Service code 27 7979 EAST TUFTS AVE · DENVER, CO 80237 | Advisory (Plan) | $13,273 |
SCHAEFER FINANCIAL MANAGEMENT9+ years Service code 27 · EIN 84-1593457 | Advisory (Plan) | $9,476 |
JPMORGAN INVEST HOLDINGS LLC9+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $7,626 |
PRIVATE ADVISOR GROUP LLC7 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 27 · EIN 37-1711781 | Advisory (Plan) | $4,817 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,360 | $91,407+50.3% | $135,903+1.1% | $71,457+92.2% |
| Participation rate | 98.7% | 75.7%+23.0pp | 81.9%+16.8pp | 67.9%+30.8pp |
| Annual return | 17.66% | 29.90%-12.2pp | 68.23%-50.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,100 | $3,703+37.7% | $4,856+5.0% | $2,588+97.1% |
| Participant deferral / active EE | $7,490 | $7,092+5.6% | $7,758-3.5% | $4,289+74.6% |
| Admin fee / account holder | $195 | $1,266-84.6% | $10,762-98.2% | $1,587-87.7% |