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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $318,173 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $176,000 |
MARINER LLC4 years Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $150,445 |
LMCG INVESTMENTS LLC11+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $77,205 |
Filed as: PIETZSCH BONNETT & WOMACK PA Service code 29 · EIN 81-0574082 | Legal | $68,840 |
HIGHTOWER ADVISORS LLC5 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $60,747 |
ARAX ADVISORY PARTNERS1 year Service code 26 · EIN 20-5519650 | Advisory (Participants) | $51,591 |
RNC GENTER CAPITAL MANAGEMENT11+ years Service code 26 · EIN 95-4670255 | Advisory (Participants) | $38,405 |
CAPITAL MGMT SERVICES INC4 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $32,586 |
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $32,419 |
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 | $420,797 | $118,972+253.7% | $145,433+189.3% | $118,972+253.7% |
| Participation rate | 98.3% | 78.0%+20.3pp | 82.1%+16.2pp | 78.0%+20.3pp |
| Annual return | 17.95% | 15.19%+2.8pp | 66.58%-48.6pp | 15.19%+2.8pp |
| Employer contribution / active EE | $10,882 | $3,776+188.2% | $4,554+138.9% | $3,776+188.2% |
| Participant deferral / active EE | $21,882 | $6,017+263.7% | $7,897+177.1% | $6,017+263.7% |
| Admin fee / account holder | $166 | $127+31.0% | $13,129-98.7% | $127+31.0% |