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 | $19,085 |
Service code 31 · EIN 81-5475391 | Direct payment from the plan; Named f... | $13,993 |
DUNLAPSLK3 years Filed as: DUNLAP SLK Service code 10 · EIN 23-3018514 | Accounting | $13,000 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $12,089 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $426 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,086 | $93,571+88.2% | $135,903+29.6% | $75,163+134.3% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.9pp | 67.2%+26.6pp |
| Annual return | 24.71% | 30.90%-6.2pp | 68.23%-43.5pp | 160.62%-135.9pp |
| Employer contribution / active EE | $9,372 | $3,537+165.0% | $4,856+93.0% | $2,670+251.0% |
| Participant deferral / active EE | $10,861 | $6,404+69.6% | $7,758+40.0% | $4,125+163.3% |
| Admin fee / account holder | $200 | $6,975-97.1% | $10,762-98.1% | $5,651-96.5% |