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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $260,064 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY GROUP Service code 28 · EIN 33-0818667 | Investment Management | $140,000 |
MARINER LLC3 years Filed as: MARINER PLATFORM SOLUTIONS LLC Service code 26 · EIN 84-3582920 | Advisory (Participants) | $124,937 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST COMPANY Service code 26 · EIN 52-2037618 | Advisory (Participants) | $116,322 |
LMCG INVESTMENTS LLC10+ years Service code 26 · EIN 27-0282607 | Advisory (Participants) | $88,582 |
HIGHTOWER ADVISORS LLC4 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $68,226 |
SRS CAPITAL ADVISORS1 year Filed as: SRS CAPITAL ADVISORS LLC Service code 26 · EIN 20-5519650 | Advisory (Participants) | $45,730 |
Filed as: WESTMOUNT PARTNERS LLC Service code 26 · EIN 45-2550468 | Advisory (Participants) | $36,251 |
RNC GENTER CAPITAL MANAGEMENT10+ years Service code 26 · EIN 95-4670255 | Advisory (Participants) | $35,157 |
CAPITAL MGMT SERVICES INC3 years Service code 26 · EIN 43-1410129 | Advisory (Participants) | $27,892 |
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 | $382,936 | $122,186+213.4% | $146,958+160.6% | $199,593+91.9% |
| Participation rate | 98.2% | 78.3%+19.9pp | 82.2%+16.1pp | 72.0%+26.3pp |
| Annual return | 15.63% | 30.56%-14.9pp | 418.34%-402.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $11,379 | $4,093+178.0% | $4,933+130.7% | $3,034+275.0% |
| Participant deferral / active EE | $21,545 | $8,502+153.4% | $8,070+167.0% | $5,087+323.6% |
| Admin fee / account holder | $170 | $179-4.8% | $12,998-98.7% | $269-36.7% |