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 | Recordkeeping and information managem... | $78,082 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $25,678 |
Service code 16 · EIN 06-1261735 | Consulting | $9,658 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $141 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $18 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $3 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $274,348 | $84,233+225.7% | $170,442+61.0% | $70,131+291.2% |
| Participation rate | 97.8% | 70.8%+27.0pp | 83.6%+14.2pp | 69.5%+28.3pp |
| Annual return | 14.64% | 23.06%-8.4pp | 205.93%-191.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $6,925 | $3,387+104.4% | $5,433+27.5% | $2,342+195.6% |
| Participant deferral / active EE | $6,075 | $3,086+96.9% | $4,939+23.0% | $3,332+82.3% |
| Admin fee / account holder | $716 | $5,698-87.4% | $13,880-94.8% | $4,645-84.6% |