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 | Recordkeeping fees; Float revenue; Cl... | $35,621 |
LBMC, PC3 years Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $10,900 |
NEPC, LLC3 years Service code 16 · EIN 26-1429809 | Consulting | $10,245 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $50 |
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 | $134,953 | $79,519+69.7% | $95,952+40.6% | $73,409+83.8% |
| Participation rate | 75.2% | 81.2%-6.0pp | 77.1%-1.9pp | 72.2%+3.0pp |
| Annual return | 20.47% | 19.20%+1.3pp | 91.61%-71.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $2,706 | $2,048+32.1% | $2,541+6.5% | $2,234+21.1% |
| Participant deferral / active EE | $6,165 | $4,138+49.0% | $4,167+48.0% | $3,805+62.0% |
| Admin fee / account holder | $165 | $184-10.5% | $6,795-97.6% | $158+4.5% |