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 14 · EIN 22-3551387 | Plan Administrator | $25,382 |
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $12,215 |
DUNLAPSLK2 years Filed as: DUNLAP SLK Service code 10 · EIN 23-3018514 | Accounting | $11,900 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $440 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,142 | $82,664+65.9% | $125,339+9.4% | $68,494+100.2% |
| Participation rate | 96.1% | 75.0%+21.0pp | 82.4%+13.7pp | 67.9%+28.2pp |
| Annual return | -18.96% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $11,055 | $3,381+227.0% | $4,814+129.7% | $2,596+325.8% |
| Participant deferral / active EE | $12,287 | $6,110+101.1% | $7,446+65.0% | $4,027+205.1% |
| Admin fee / account holder | $171 | $6,275-97.3% | $10,010-98.3% | $5,403-96.8% |