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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $68,069 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $228 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,780 | $56,443-13.6% | $83,848-41.8% | $55,725-12.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.10% | 393.67%-397.8pp | 850.88%-855.0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $769 | $2,682-71.3% | $3,631-78.8% | $2,078-63.0% |
| Participant deferral / active EE | $3,903 | $2,965+31.6% | $4,082-4.4% | $3,356+16.3% |
| Admin fee / account holder | $88 | $156-43.9% | $5,478-98.4% | $115-23.9% |