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 | Sales loads (front end and deferred);... | $70,722 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $42,570 |
CAMMACK LARHETTE ADVISORS5 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 16 · EIN 20-4668732 | Consulting | $36,330 |
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $21,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $9 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,779 | $54,121+77.0% | $134,143-28.6% | $73,409+30.5% |
| Participation rate | 54.9% | 64.4%-9.5pp | 72.2%-17.3pp | 72.2%-17.3pp |
| Annual return | 12.56% | -312.52%+325.1pp | 36.33%-23.8pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,851 | $1,402+32.1% | $3,704-50.0% | $2,234-17.1% |
| Participant deferral / active EE | $3,068 | $2,844+7.9% | $3,499-12.3% | $3,805-19.4% |
| Admin fee / account holder | $365 | $132+175.7% | $6,684-94.5% | $158+131.1% |