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.
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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 |
|---|---|---|
NORTHERN CAPITAL MANAGEMENT7 years Service code 26 · EIN 91-1548437 | Advisory (Participants) | $99,563 |
RANDALL & HURLEY, INC.9+ years Service code 15 · EIN 91-1661080 1328 N. WHITMAN LANE · LIBERTY LAKE, WA 99019 | Recordkeeping | $30,243 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 28 · EIN 13-5674085 | Investment Management | $16,019 |
GIBSON CAPITAL, LLC7 years Service code 26 6600 BROOKTREE COURT · WEXFORD, PA 15090 | Advisory (Participants) | $13,446 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 82-3967259 | Direct payment from the plan; Shareho... | $9,846 |
Filed as: NORTH STAR RESOURCE GROUP Service code 26 2945 TRIVERTON PIKE DRIVE · MADISON, WI 537117509 | Advisory (Participants) | $8,398 |
STOREHOUSE FINANCIAL1 year Service code 26 · EIN 20-4095550 | Advisory (Participants) | $7,360 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $356 |
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 | $164,871 | $47,126+249.9% | $149,673+10.2% | $74,419+121.5% |
| Participation rate | 96.7% | 63.4%+33.3pp | 78.8%+17.9pp | 70.7%+25.9pp |
| Annual return | 17.01% | 22.75%-5.7pp | 134.42%-117.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $6,400 | $1,905+235.9% | $4,818+32.9% | $2,637+142.7% |
| Participant deferral / active EE | $5,757 | $2,728+111.0% | $5,680+1.4% | $4,528+27.1% |
| Admin fee / account holder | $548 | $343+59.8% | $13,210-95.9% | $348+57.5% |