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 |
|---|---|---|
M HOLDING SECURITIES, INC.1+ years Service code 16 1125 NW COUCH ST · PORTLAND, OR 97209 | Consulting | $31,332 |
BOIVIN & ASSOCIATES1+ years Filed as: BIOVIN & ASSOCIATES, CPAS, PLLC Service code 10 · EIN 27-1516157 | Accounting | $6,000 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $4,849 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $370 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,562 | $37,117+49.7% | $147,614-62.4% | $55,191+0.7% |
| Participation rate | 81.3% | 63.6%+17.7pp | 84.6%-3.4pp | 69.2%+12.1pp |
| Annual return | 0.53% | 3.44%-2.9pp | 61.98%-61.5pp | 10.78%-10.3pp |
| Employer contribution / active EE | $476 | $1,620-70.6% | $5,564-91.4% | $1,899-74.9% |
| Participant deferral / active EE | $4,247 | $1,985+113.9% | $4,895-13.2% | $3,046+39.4% |
| Admin fee / account holder | $30 | $86-64.7% | $11,611-99.7% | $91-66.7% |