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 | Float revenue; Investment management;... | $1,044,340 |
Service code 28 · EIN 36-4001764 | Investment Management | $79,803 |
RSM US LLP3+ years Service code 10 · EIN 42-0714325 | Accounting | $56,825 |
BMO HARRIS BANK NA3+ years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-2085229 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $13,084 |
Service code 16 · EIN 20-4773945 | Consulting | $5,369 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,124 | $53,684+25.0% | $170,442-60.6% | $80,976-17.1% |
| Participation rate | 95.3% | 69.2%+26.1pp | 83.6%+11.7pp | 68.3%+27.0pp |
| Annual return | 17.32% | 25.97%-8.7pp | 205.93%-188.6pp | 22.91%-5.6pp |
| Employer contribution / active EE | $2,749 | $1,642+67.4% | $5,433-49.4% | $2,402+14.4% |
| Participant deferral / active EE | $4,657 | $3,017+54.4% | $4,939-5.7% | $3,848+21.0% |
| Admin fee / account holder | $62 | $46+33.3% | $13,880-99.6% | $67-8.4% |