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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $219,810 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & CONSULTING, LLC Service code 28 · EIN 95-4660745 | Investment Management | $190,000 |
QCM LLC6+ years Service code 26 · EIN 20-8178659 | Advisory (Participants) | $36,543 |
BPM LLP6+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 | Accounting | $27,210 |
HC ADVISORS LLC6+ years Service code 26 · EIN 46-0737857 | Advisory (Participants) | $24,134 |
KRILOGY FINANCIAL LLC4 years Service code 26 · EIN 26-3835498 | Advisory (Participants) | $19,742 |
LITMAN GREGORY FUND ADVISORS LLC6+ years Filed as: LITMAN GREGORY ASSET MANAGEMENT Service code 26 · EIN 68-0362255 | Advisory (Participants) | $19,522 |
Service code 26 · EIN 43-1410129 | Advisory (Participants) | $18,667 |
Filed as: INDEX FUND ADVISORS INC Service code 26 · EIN 46-3096907 | Advisory (Participants) | $14,947 |
DINUZZO PRIVATE WEALTH INC3 years Filed as: DINUZZO INDEX ADVISORS INC Service code 26 · EIN 23-2934855 | Advisory (Participants) | $11,720 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,447 | $127,481+127.1% | $149,696+93.4% | $90,288+220.6% |
| Participation rate | 95.4% | 78.2%+17.2pp | 82.5%+12.9pp | 73.4%+22.1pp |
| Annual return | 16.53% | 57.78%-41.2pp | 276.60%-260.1pp | 53.97%-37.4pp |
| Employer contribution / active EE | $11,556 | $3,448+235.2% | $4,644+148.8% | $2,524+357.8% |
| Participant deferral / active EE | $10,437 | $6,975+49.6% | $6,842+52.5% | $4,232+146.6% |
| Admin fee / account holder | $226 | $152+49.1% | $9,309-97.6% | $114+98.3% |