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; Finders' fees ... | $61,511 |
Filed as: LATTIMORE BLACK MORGAN & CAIN, PC Service code 10 · EIN 62-1199757 | Accounting | $10,200 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $500 |
NATIONAL FINANCIAL SERVICES3+ 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 | $99,055 | $69,305+42.9% | $82,313+20.3% | $69,631+42.3% |
| Participation rate | 72.5% | 80.3%-7.8pp | 76.9%-4.4pp | 70.7%+1.8pp |
| Annual return | 18.72% | 21.47%-2.7pp | 25.88%-7.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,299 | $1,887+21.9% | $2,428-5.3% | $2,032+13.1% |
| Participant deferral / active EE | $4,786 | $3,568+34.1% | $3,706+29.1% | $3,224+48.5% |
| Admin fee / account holder | $218 | $97+124.3% | $5,608-96.1% | $110+97.3% |