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 | Claims processing; Direct payment fro... | $17,190 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,042 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $123,782 | $89,652+38.1% | $141,162-12.3% | $65,185+89.9% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.5%+11.6pp | 70.2%+23.9pp |
| Annual return | 20.97% | 32.79%-11.8pp | 71.39%-50.4pp | 29.38%-8.4pp |
| Employer contribution / active EE | $8,295 | $3,065+170.7% | $4,735+75.2% | $2,177+281.1% |
| Participant deferral / active EE | $9,361 | $5,691+64.5% | $6,709+39.5% | $3,514+166.4% |
| Admin fee / account holder | $50 | $569-91.2% | $10,261-99.5% | $847-94.1% |