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 | Investment management; Float revenue;... | $817,904 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $265,436 |
CAMMACK LARHETTE ADVISORS8+ years Service code 16 · EIN 20-4668732 | Consulting | $52,500 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $26,250 |
CARON & BLETZER, PLLC8+ years Service code 10 · EIN 04-3499945 | Accounting | $15,900 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,274 | $45,000+127.3% | $143,757-28.9% | $77,904+31.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -12.56% | 29.03%-41.6pp | -0.04%-12.5pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,020 | $1,870+61.5% | $4,951-39.0% | $2,848+6.0% |
| Participant deferral / active EE | $6,909 | $3,157+118.9% | $5,637+22.6% | $4,806+43.8% |
| Admin fee / account holder | $159 | $98+61.8% | $14,673-98.9% | $133+20.1% |