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 | Finders' fees / placement fees; Direc... | $3,107 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $119,861 | $51,620+132.2% | $90,281+32.8% | $65,185+83.9% |
| Participation rate | 97.3% | 68.6%+28.7pp | 73.3%+24.1pp | 70.2%+27.1pp |
| Annual return | 19.63% | 24.94%-5.3pp | 78.10%-58.5pp | 29.38%-9.8pp |
| Employer contribution / active EE | $10,068 | $2,235+350.6% | $2,854+252.7% | $2,177+362.6% |
| Participant deferral / active EE | $6,043 | $2,871+110.5% | $3,885+55.5% | $3,514+72.0% |
| Admin fee / account holder | $21 | $384-94.4% | $5,351-99.6% | $847-97.5% |