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 | Direct payment from the plan; Sales l... | $11,212 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Filed as: HEALTHCARE COMMUNITY SEC CORP Service code 16 ONE EMPIRE DRIVE · RENSSELAER, NY 12186 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIALS SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,355 | $55,415-48.8% | $155,509-81.8% | $74,495-61.9% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.5pp | 67.2%+19.5pp |
| Annual return | 17.89% | 268.50%-250.6pp | 64.67%-46.8pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,244 | $2,267-45.1% | $4,672-73.4% | $2,623-52.6% |
| Participant deferral / active EE | $1,059 | $2,836-62.7% | $5,626-81.2% | $4,346-75.6% |
| Admin fee / account holder | $50 | $1,738-97.1% | $15,912-99.7% | $1,942-97.4% |