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 | Account maintenance fees; Float reven... | $267,926 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $31,202 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 16 · EIN 06-1454513 | Consulting | $24,232 |
EPSTEIN BECKER & GREEN PC2 years Filed as: EPSTEIN BECKER & GREEN P.C. Service code 16 · EIN 13-3031033 | Consulting | $17,703 |
LBMC, PC2 years Service code 10 · EIN 62-1199757 | Accounting | $16,800 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $250 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,761 | $73,125+18.6% | $125,175-30.7% | $77,787+11.5% |
| Participation rate | 89.4% | 79.4%+10.0pp | 79.8%+9.6pp | 73.2%+16.2pp |
| Annual return | 26.39% | 24.71%+1.7pp | 43.79%-17.4pp | 32.57%-6.2pp |
| Employer contribution / active EE | $4,123 | $2,413+70.8% | $3,865+6.7% | $2,504+64.6% |
| Participant deferral / active EE | $6,830 | $3,966+72.2% | $4,937+38.4% | $3,967+72.2% |
| Admin fee / account holder | $114 | $89+27.6% | $9,702-98.8% | $100+14.0% |