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 16 · EIN 26-0058143 | Consulting | $29,848 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $19,904 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Investment management; Claims process... | $12,486 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENT Service code 16 · EIN 32-0070947 | Consulting | $5,141 |
Filed as: CHARLES SCHWAB & CO., LLC Service code 33 · EIN 94-1737782 | Consulting fees; Securities brokerage | $35 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,525 | $58,778+72.7% | $129,207-21.4% | $77,643+30.8% |
| Participation rate | 70.3% | 59.2%+11.1pp | 69.6%+0.7pp | 70.6%-0.2pp |
| Annual return | 13.03% | 24.73%-11.7pp | 9417.33%-9404.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,114 | $1,952+8.3% | $4,153-49.1% | $2,726-22.4% |
| Participant deferral / active EE | $3,689 | $3,212+14.8% | $4,168-11.5% | $4,647-20.6% |
| Admin fee / account holder | $121 | $589-79.4% | $7,715-98.4% | $430-71.8% |