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 and information managem... | $38,512 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $140 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL SECURITIES LLC Service code 16 4208 SIX FORKS RD · RALIEGH, NC 27609 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,561 | $57,281-10.0% | $86,612-40.5% | $75,163-31.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 10.99% | 2670.75%-2659.8pp | 591.07%-580.1pp | 160.62%-149.6pp |
| Employer contribution / active EE | $1,898 | $2,314-18.0% | $3,022-37.2% | $2,670-28.9% |
| Participant deferral / active EE | $5,745 | $3,318+73.2% | $4,438+29.5% | $4,125+39.3% |
| Admin fee / account holder | $134 | $4,112-96.8% | $5,614-97.6% | $5,651-97.6% |