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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS LLC Service code 26 · EIN 27-1180831 | Advisory (Participants) | $53,895 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $12,666 |
TATE & TRYON3 years Filed as: TATE ASSET MANAGEMENT Service code 26 · EIN 45-5437572 | Advisory (Participants) | $10,640 |
Filed as: MASON & ASSOCIATES INC Service code 26 · EIN 95-3662648 | Advisory (Participants) | $6,041 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,430 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; F... | $1,305 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $574,513 | $101,317+467.0% | $146,958+290.9% | $74,495+671.2% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 18.86% | 8730.91%-8712.1pp | 418.34%-399.5pp | 1364.94%-1346.1pp |
| Employer contribution / active EE | $14,073 | $3,810+269.3% | $4,933+185.3% | $2,623+436.5% |
| Participant deferral / active EE | $12,336 | $7,303+68.9% | $8,070+52.9% | $4,346+183.9% |
| Admin fee / account holder | $363 | $1,739-79.1% | $12,998-97.2% | $1,942-81.3% |