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 | Participant loan processing; Recordke... | $59,924 |
CAMMACK LARHETTE ADVISORS4 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $35,622 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $125 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,528 | $47,648+75.3% | $130,648-36.1% | $67,579+23.6% |
| Participation rate | 56.7% | 60.4%-3.7pp | 71.7%-15.0pp | 71.3%-14.6pp |
| Annual return | 23.53% | 25.73%-2.2pp | 1708.96%-1685.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,834 | $1,408+30.3% | $4,092-55.2% | $2,148-14.6% |
| Participant deferral / active EE | $2,994 | $2,616+14.5% | $3,603-16.9% | $3,539-15.4% |
| Admin fee / account holder | $189 | $105+79.8% | $5,464-96.5% | $142+32.7% |