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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,755 |
LMCG INVESTMENTS LLC9+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $159,481 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $127,349 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $105,000 |
MARINER LLC2 years Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $88,081 |
Filed as: PIETZSCH BONNETT & WOMACK PA Service code 29 · EIN 81-0574082 | Legal | $43,519 |
HIGHTOWER ADVISORS LLC3 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $43,047 |
CHICAGO WEALTH MANAGEMENT INC9+ years Service code 26 · EIN 20-1255704 | Advisory (Participants) | $34,558 |
SRS CAPITAL ADVISORS3 years Filed as: SRS CAPITAL ADVISORS INC Service code 26 · EIN 20-5519650 | Advisory (Participants) | $32,404 |
RNC GENTER CAPITAL MANAGEMENT9+ years Service code 26 · EIN 95-4670255 | Advisory (Participants) | $26,950 |
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 | $340,432 | $107,459+216.8% | $135,903+150.5% | $80,160+324.7% |
| Participation rate | 98.5% | 78.0%+20.5pp | 81.9%+16.6pp | 72.9%+25.6pp |
| Annual return | 20.76% | 91.91%-71.2pp | 68.23%-47.5pp | 40.38%-19.6pp |
| Employer contribution / active EE | $11,059 | $3,877+185.2% | $4,856+127.7% | $2,978+271.4% |
| Participant deferral / active EE | $20,808 | $8,195+153.9% | $7,758+168.2% | $5,017+314.7% |
| Admin fee / account holder | $145 | $127+14.1% | $10,762-98.7% | $145-0.1% |