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 |
|---|---|---|
HEINTZBERGER PAYNE2+ years Service code 13 · EIN 20-8835556 | Contract Administrator | $3,492 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,079 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,753 | $74,089-53.1% | $133,980-74.1% | $55,167-37.0% |
| Participation rate | 77.5% | 84.3%-6.8pp | 87.1%-9.6pp | 69.0%+8.5pp |
| Annual return | 7.16% | 12.11%-4.9pp | 29.30%-22.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,367 | $3,064-22.7% | $5,211-54.6% | $1,963+20.6% |
| Participant deferral / active EE | $1,827 | $4,678-60.9% | $6,282-70.9% | $3,054-40.2% |
| Admin fee / account holder | $31 | $458-93.2% | $9,324-99.7% | $504-93.8% |