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 |
|---|---|---|
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST FIDUCIARY SERVICES Service code 19 34 EXCHANGE PLACE · JERSEY CITY, NJ 07311 | Securities Custodian | $25,113 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS Service code 27 703 TRANCAS STREET · NAPA, CA 94558 | Advisory (Plan) | $18,198 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $13,548 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $44,091-100.0% | $1,867,444-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 11.3%-11.3pp | 4.5%-4.5pp |
| Annual return | 13.77% | 13.95%-0.2pp | 9.84%+3.9pp | 13.95%-0.2pp |
| Employer contribution / active EE | $3,184 | $16,598-80.8% | $50,102-93.6% | $16,598-80.8% |
| Participant deferral / active EE | $0 | $511-100.0% | $612-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $18,647-100.0% | $612-100.0% |