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 |
|---|---|---|
Filed as: S.E.E.D. PLANNING GROUP, LLC Service code 21 131 LEWIS ST STE 401 · BINGHAMTON, NY 13901 | Bank Trustee | $6,500 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $750 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,250 | $60,124-78.0% | $90,404-85.3% | $79,858-83.4% |
| Participation rate | 80.7% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.1pp |
| Annual return | 13.40% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $692 | $2,068-66.6% | $3,262-78.8% | $2,471-72.0% |
| Participant deferral / active EE | $696 | $2,938-76.3% | $3,963-82.4% | $3,740-81.4% |
| Admin fee / account holder | $59 | $3,976-98.5% | $5,611-98.9% | $5,306-98.9% |