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 | Recordkeeping fees; Participant loan ... | $60,948 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $815 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $97,756 | $69,159+41.3% | $125,175-21.9% | $67,579+44.7% |
| Participation rate | 97.2% | 78.2%+19.0pp | 79.8%+17.5pp | 71.3%+26.0pp |
| Annual return | 22.00% | 27.12%-5.1pp | 43.79%-21.8pp | 378.56%-356.6pp |
| Employer contribution / active EE | $2,653 | $2,023+31.1% | $3,865-31.4% | $2,148+23.5% |
| Participant deferral / active EE | $8,479 | $3,700+129.2% | $4,937+71.8% | $3,539+139.6% |
| Admin fee / account holder | $124 | $142-12.8% | $9,702-98.7% | $142-13.1% |