See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $323,524 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH CONSULTING Service code 28 · EIN 95-4660745 | Investment Management | $190,000 |
CAPITAL MGMT SERVICES INC5 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $59,285 |
Filed as: DELTA INVESTMENT MANAGEMENT LL Service code 26 · EIN 26-3894033 | Advisory (Participants) | $45,443 |
HC ADVISORS LLC10+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $34,902 |
BPM LLP2 years Filed as: BURR PILGER MAYER INC Service code 10 · EIN 26-3839190 | Accounting | $33,705 |
NEUBERGER BERMAN4 years Filed as: NEUBERGER & BERMAN LLC Service code 26 · EIN 13-5521910 | Advisory (Participants) | $30,426 |
TOCQUEVILLE ASSET MANAGEMENT2 years Filed as: TOCQUEVILLE ASSET MANAGEMENT L Service code 26 · EIN 13-3547557 | Advisory (Participants) | $27,709 |
KRILOGY FINANCIAL LLC8 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $25,926 |
LITMAN GREGORY WEALTH MGMT4 years Service code 26 · EIN 68-0362255 | Advisory (Participants) | $22,637 |
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 | $336,212 | $122,186+175.2% | $146,958+128.8% | $199,593+68.4% |
| Participation rate | 96.4% | 78.3%+18.1pp | 82.2%+14.2pp | 72.0%+24.4pp |
| Annual return | 15.40% | 30.56%-15.2pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $13,448 | $4,093+228.6% | $4,933+172.6% | $3,034+343.2% |
| Participant deferral / active EE | $13,847 | $8,502+62.9% | $8,070+71.6% | $5,087+172.2% |
| Admin fee / account holder | $286 | $179+60.1% | $12,998-97.8% | $269+6.5% |