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 | Participant loan processing; Distribu... | $36,519 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,939 | $407,990-90.0% | $121,196-66.2% | $75,289-45.6% |
| Participation rate | 30.8% | 59.5%-28.7pp | 71.7%-41.0pp | 72.4%-41.6pp |
| Annual return | 0.83% | 2.93%-2.1pp | 16.93%-16.1pp | -0.04%+0.9pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $4,022-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,269 | $2,201-42.3% | $3,344-62.1% | $3,739-66.1% |
| Admin fee / account holder | $78 | $455-83.0% | $5,019-98.5% | $102-24.2% |