See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MOUNTAIN CAPITAL INVESTMENT AD10+ years Service code 26 · EIN 27-4826969 | Advisory (Participants) | $1,725,940 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $459,912 |
Service code 26 · EIN 83-1869407 | Advisory (Participants) | $55,298 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVESTMENT SERVICE Service code 26 · EIN 36-4410122 | Advisory (Participants) | $52,579 |
PETERSON WEALTH SERVICES INC4 years Service code 26 · EIN 27-0532838 | Advisory (Participants) | $49,173 |
Filed as: MORGAN STANLEY CAPITAL MANAGE Service code 28 · EIN 11-3658445 | Investment Management | $37,676 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC Service code 28 · EIN 84-0854432 | Investment Management | $36,579 |
Service code 26 · EIN 84-1100775 | Advisory (Participants) | $26,761 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $26,757 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $18,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,844 | $96,188+63.1% | $75,972+106.4% | $99,062+58.3% |
| Participation rate | 64.3% | 72.7%-8.4pp | 69.1%-4.8pp | 71.6%-7.3pp |
| Annual return | 14.57% | 16.48%-1.9pp | 359.55%-345.0pp | 17.66%-3.1pp |
| Employer contribution / active EE | $8,660 | $3,167+173.4% | $2,685+222.5% | $3,262+165.5% |
| Participant deferral / active EE | $5,674 | $4,842+17.2% | $4,255+33.3% | $5,331+6.4% |
| Admin fee / account holder | $420 | $87+381.6% | $6,467-93.5% | $109+285.7% |