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 |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $75,960 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,099 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 28 · EIN 43-1451524 | Investment Management | $50,639 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $41,993 |
PRIVATE MANAGEMENT GROUP INC11+ years Service code 26 · EIN 33-0151740 | Advisory (Participants) | $31,835 |
FSA WEALTH PARTNERS INC1 year Service code 26 · EIN 52-1237957 | Advisory (Participants) | $29,262 |
HIGHTOWER ADVISORS LLC8 years Service code 26 · EIN 36-4500709 | Advisory (Participants) | $26,930 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,335 |
CHARLES SCHWAB & CO., INC.3 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $886,128 | $49,915+1675.3% | $154,803+472.4% | $74,304+1092.6% |
| Participation rate | 94.0% | 54.0%+40.0pp | 78.1%+15.9pp | 60.3%+33.7pp |
| Annual return | 11.16% | 34.06%-22.9pp | 58.88%-47.7pp | 29.43%-18.3pp |
| Employer contribution / active EE | $39,589 | $1,611+2357.0% | $4,305+819.5% | $2,241+1666.4% |
| Participant deferral / active EE | $22,367 | $2,255+892.0% | $5,540+303.7% | $3,767+493.7% |
| Admin fee / account holder | $1,744 | $2,189-20.3% | $14,329-87.8% | $2,969-41.3% |