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 |
|---|---|---|
HIGHTOWER ADVISORS LLC1 year Filed as: HIGHTOWER ADVISORS, LLC Service code 26 200 W MADISON STREET · CHICAGO, IL 60606 | Advisory (Participants) | $44,902 |
RANDALL & HURLEY, INC.3 years Filed as: RANDALL & HURLEY, INC Service code 15 · EIN 91-1661080 | Recordkeeping | $26,481 |
CAMBRIDGE INVESTMENT RESEARCH10+ years Service code 26 30 SPRINGHILL FARM CT · COCKEYSVILLE, MD 210301400 | Advisory (Participants) | $19,428 |
CHURCHILL MANAGEMENT GROUP10+ years Service code 26 5900 WILSHIRE BLVD · LOS ANGELES, CA 90036 | Advisory (Participants) | $12,651 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Shareholder servicing fees; Direct pa... | $11,688 |
PATHSTONE ADVISORS INC.4 years Filed as: PATHSTONE Service code 26 225 108TH AVE NE · BELLEVUE, WA 98004 | Advisory (Participants) | $11,066 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,451 | $50,815+93.7% | $155,509-36.7% | $77,643+26.8% |
| Participation rate | 97.7% | 63.1%+34.6pp | 78.2%+19.5pp | 70.6%+27.1pp |
| Annual return | 17.65% | 34.80%-17.2pp | 64.67%-47.0pp | 31.24%-13.6pp |
| Employer contribution / active EE | $2,763 | $1,993+38.7% | $4,672-40.9% | $2,726+1.4% |
| Participant deferral / active EE | $5,190 | $2,822+83.9% | $5,626-7.8% | $4,647+11.7% |
| Admin fee / account holder | $220 | $437-49.5% | $15,912-98.6% | $430-48.8% |