Filed July 1, 2019 (most recent of 4 filings on file)
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 | Distribution (12b-1) fees; Finders' f... | $42,351 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $106 |
NATIONAL FINANCIAL SERVICES9+ 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 | $234,187 | $101,955+129.7% | $112,887+107.5% | $71,457+227.7% |
| Participation rate | 96.3% | 82.1%+14.2pp | 80.5%+15.8pp | 67.9%+28.3pp |
| Annual return | 19.00% | 28.92%-9.9pp | 34.10%-15.1pp | 28.85%-9.8pp |
| Employer contribution / active EE | $2,438 | $4,743-48.6% | $4,563-46.6% | $2,588-5.8% |
| Participant deferral / active EE | $14,940 | $6,771+120.6% | $6,513+129.4% | $4,289+248.4% |
| Admin fee / account holder | $259 | $1,395-81.4% | $7,047-96.3% | $1,587-83.7% |