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; Recordkeeping ... | $1,358 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $133,970 | $66,124+102.6% | $90,404+48.2% | $73,488+82.3% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 16.15% | 17.65%-1.5pp | 1293.02%-1276.9pp | 28.51%-12.4pp |
| Employer contribution / active EE | $10,027 | $2,346+327.3% | $3,262+207.4% | $2,270+341.7% |
| Participant deferral / active EE | $5,774 | $3,039+90.0% | $3,963+45.7% | $3,740+54.4% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |