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 | Account maintenance fees; Sales loads... | $80,485 |
IBEW LOCAL NO. 7 ANNUITY2 years Service code 14 · EIN 04-2733497 | Plan Administrator | $70,654 |
ZENITH AMERICAN SOLUTIONS3 years Service code 14 10 TECHNOLOGY DR · WALLINGFORD, CT 064921955 | Plan Administrator | $31,747 |
NICHOLAS LAPIER CPA PC3 years Service code 10 · EIN 32-0048525 | Accounting | $13,151 |
KRAKOW & SOURIS4+ years Service code 29 225 FRIEND STREET · BOSTON, MA 02114 | Legal | $9,354 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC. Service code 31 · EIN 94-1737782 | Named fiduciary; Securities brokerage... | $229 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,461 | $66,601+4.3% | $92,893-25.2% | $67,579+2.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 1.03% | 92.58%-91.5pp | 109.41%-108.4pp | 378.56%-377.5pp |
| Employer contribution / active EE | $3,658 | $2,775+31.8% | $3,653+0.1% | $2,148+70.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $276 | $199+38.9% | $5,794-95.2% | $142+94.1% |