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 |
|---|---|---|
Service code 26 · EIN 91-1548437 | Advisory (Participants) | $89,539 |
RANDALL & HURLEY, INC.3+ years Service code 15 · EIN 91-1661080 | Recordkeeping | $30,635 |
GIBSON CAPITAL, LLC1 year Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $26,716 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES Service code 26 319 NW CHEHALIS AVE · CHEHALIS, WA 98532 | Advisory (Participants) | $16,669 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,711 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $6,217 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $331 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,744 | $46,173+276.3% | $170,442+1.9% | $69,631+149.5% |
| Participation rate | 96.6% | 63.9%+32.7pp | 83.6%+13.0pp | 70.7%+25.9pp |
| Annual return | 16.97% | 21.62%-4.6pp | 205.93%-189.0pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $6,191 | $1,610+284.6% | $5,433+14.0% | $2,032+204.7% |
| Participant deferral / active EE | $4,676 | $2,080+124.8% | $4,939-5.3% | $3,224+45.0% |
| Admin fee / account holder | $631 | $116+444.3% | $13,880-95.5% | $110+471.6% |