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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 28 · EIN 30-0282430 | Investment Management | $137,602 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,691 |
MUTUAL ADVISORS LLC2 years Service code 26 · EIN 27-1193779 | Advisory (Participants) | $48,316 |
Service code 26 · EIN 83-2676110 | Advisory (Participants) | $36,830 |
PRIVATE ADVISOR GROUP LLC3 years Service code 26 · EIN 27-3463733 | Advisory (Participants) | $34,257 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $33,642 |
Service code 26 · EIN 39-1897480 | Advisory (Participants) | $29,937 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $27,405 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $25,641 |
Filed as: FOCUS PARTNERS WEALTH LLC Service code 26 · EIN 90-0751149 | Advisory (Participants) | $20,638 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $653,834 | $53,136+1130.5% | $155,509+320.4% | $199,593+227.6% |
| Participation rate | 92.1% | 64.1%+28.1pp | 78.2%+14.0pp | 72.0%+20.2pp |
| Annual return | 15.48% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $25,433 | $1,851+1274.0% | $4,672+444.3% | $3,034+738.2% |
| Participant deferral / active EE | $19,556 | $3,161+518.7% | $5,626+247.6% | $5,087+284.4% |
| Admin fee / account holder | $269 | $185+44.8% | $15,912-98.3% | $269-0.1% |