See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Claims processing; Account maintenanc... | $1,061,596 |
Filed as: PRESTIGE EMPLOYEE ADMINISTRATORS, I Service code 12 · EIN 11-3448580 | Other fees; Recordkeeping and informa... | $104,617 |
IHT WEALTH MANAGEMENT LLC4 years Service code 33 · EIN 32-8764791 | Securities brokerage commissions and ... | $95,589 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL STATEMENTS LLC Service code 17 · EIN 84-1921272 | Pension Consulting | $74,894 |
SIGNATURE ESTATE & INVESTMENT10+ years Filed as: SIGNATURE SECURITIES GROUP Service code 27 · EIN 13-4120476 | Advisory (Plan) | $38,498 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $36,944 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 33 · EIN 04-3046611 | Securities brokerage; Securities brok... | $12,554 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC Service code 33 · EIN 13-4071393 | Direct payment from the plan; Securit... | $9,928 |
Service code 33 · EIN 27-3463733 | Securities brokerage commissions and ... | $1,786 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $99,877-100.0% | $84,966-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 74.1%-74.1pp | 67.5%-67.5pp | 80.3%-80.3pp |
| Annual return | -105.76% | 83.76%-189.5pp | 66.38%-172.1pp | 561.29%-667.0pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |