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: FOCUS FINANCIAL PARTNERS LLC Service code 28 · EIN 16-1728260 | Investment Management | $150,912 |
Filed as: BUCKINGHAM ASSET MANAGEMENT Service code 28 · EIN 20-8306720 | Investment Management | $52,813 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,623 |
TANNER LLC7 years Service code 10 · EIN 20-2253063 | Accounting | $20,656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,555 | $119,446+186.8% | $150,045+128.3% | $85,563+300.4% |
| Participation rate | 78.6% | 75.4%+3.2pp | 82.3%-3.7pp | 66.0%+12.6pp |
| Annual return | 17.84% | 23.72%-5.9pp | 62.55%-44.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $13,235 | $4,078+224.5% | $4,693+182.0% | $2,654+398.8% |
| Participant deferral / active EE | $10,866 | $7,985+36.1% | $7,997+35.9% | $4,375+148.3% |
| Admin fee / account holder | $714 | $548+30.4% | $13,435-94.7% | $834-14.4% |