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... | $55,071 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $30 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,100 | $62,002+51.8% | $93,606+0.5% | - |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.8%+24.2pp | - |
| Annual return | 19.61% | 20.75%-1.1pp | 32.76%-13.1pp | - |
| Employer contribution / active EE | $2,538 | $1,327+91.3% | $2,718-6.6% | - |
| Participant deferral / active EE | $2,761 | $2,563+7.7% | $4,069-32.1% | - |
| Admin fee / account holder | $414 | $6,149-93.3% | $7,888-94.8% | - |