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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $50,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $30,822 |
BECHER DELLA TORRE GITTO & CO.2+ years Filed as: BECHER DELLA TORRE GITTO & CO Service code 10 · EIN 22-2625944 | Accounting | $17,375 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,614 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $1,575 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,430 | $74,024-31.9% | $77,999-35.3% | $57,658-12.5% |
| Participation rate | 94.6% | 79.7%+14.9pp | 75.5%+19.1pp | 70.2%+24.4pp |
| Annual return | 8.98% | 12.14%-3.2pp | 425.96%-417.0pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,585 | $2,365-33.0% | $2,470-35.8% | $1,974-19.7% |
| Participant deferral / active EE | $6,046 | $3,533+71.1% | $3,497+72.9% | $3,061+97.5% |
| Admin fee / account holder | $72 | $93-23.0% | $5,480-98.7% | $95-24.1% |