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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT5+ years Filed as: CORNERSTONE ADVISORS INC. Service code 26 · EIN 91-2109677 | Advisory (Participants) | $44,840 |
TRAUTMANN MAHER & ASSOCIATES5+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 | Recordkeeping | $32,574 |
PETERSON SULLIVAN LLP2 years Service code 10 · EIN 91-0605875 | Accounting | $13,500 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB TRUST CO Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $5,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,692 | $47,922+76.7% | $75,886+11.6% | $65,185+29.9% |
| Participation rate | 98.4% | 63.0%+35.4pp | 69.3%+29.1pp | 70.2%+28.2pp |
| Annual return | 18.52% | 24.12%-5.6pp | 30.76%-12.2pp | 29.38%-10.9pp |
| Employer contribution / active EE | $984 | $1,557-36.8% | $2,500-60.7% | $2,177-54.8% |
| Participant deferral / active EE | $1,158 | $2,550-54.6% | $3,603-67.9% | $3,514-67.0% |
| Admin fee / account holder | $573 | $532+7.9% | $5,418-89.4% | $847-32.3% |