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 GLOBAL ADVISO Service code 27 · EIN 33-0804608 | Advisory (Plan) | $35,623 |
Service code 27 · EIN 13-2624428 7979 EAST TUFTS AVE · DENVER, CO 80237 | Advisory (Plan) | $12,241 |
SCHAEFER FINANCIAL MANAGEMENT10+ years Service code 27 · EIN 84-1593457 | Advisory (Plan) | $10,703 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,167 |
PRIVATE ADVISOR GROUP LLC8 years Filed as: PRIVATE CAPITAL MANAGEMENT LLC Service code 27 · EIN 37-1711781 | Advisory (Plan) | $6,126 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $440 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,720 | $101,317+53.7% | $146,958+6.0% | $74,495+109.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 13.30% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $5,774 | $3,810+51.5% | $4,933+17.0% | $2,623+120.1% |
| Participant deferral / active EE | $7,848 | $7,303+7.5% | $8,070-2.7% | $4,346+80.6% |
| Admin fee / account holder | $252 | $1,739-85.5% | $12,998-98.1% | $1,942-87.0% |