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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,100 |
BFSG LLC10+ years Service code 28 · EIN 20-8532658 | Investment Management | $50,000 |
Filed as: KRAVITZ INC Service code 28 · EIN 95-3207191 | Investment Management | $22,362 |
TOWNSQUARE CAPITAL LLC4 years Service code 26 · EIN 82-1306760 | Advisory (Participants) | $18,602 |
PURE FINANCIAL ADVISORS INC2 years Filed as: PURE FINANCIAL ADVISORS LLC Service code 26 · EIN 87-1712300 | Advisory (Participants) | $18,077 |
Service code 26 · EIN 35-2436156 | Advisory (Participants) | $15,441 |
EQUITA FINANCIAL NETWORK INC6 years Service code 26 · EIN 47-4361660 | Advisory (Participants) | $12,760 |
CORIENT PRIVATE WEALTH LLC2 years Service code 26 · EIN 88-0967642 | Advisory (Participants) | $9,359 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $3,430 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $386,170 | $106,028+264.2% | $146,958+162.8% | $77,643+397.4% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.9pp | 70.6%+25.4pp |
| Annual return | 16.66% | 56.73%-40.1pp | 418.34%-401.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $9,474 | $4,063+133.2% | $4,933+92.0% | $2,726+247.5% |
| Participant deferral / active EE | $12,433 | $7,990+55.6% | $8,070+54.1% | $4,647+167.5% |
| Admin fee / account holder | $256 | $337-24.2% | $12,998-98.0% | $430-40.6% |