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 | Account maintenance fees; Participant... | $56,068 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $204 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,116 | $71,142+33.7% | $119,609-20.5% | $64,808+46.8% |
| Participation rate | 96.8% | 78.6%+18.1pp | 79.3%+17.5pp | 71.5%+25.3pp |
| Annual return | -15.85% | -10.01%-5.8pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,920 | $2,497+16.9% | $4,232-31.0% | $2,506+16.5% |
| Participant deferral / active EE | $9,457 | $4,490+110.6% | $5,602+68.8% | $4,310+119.4% |
| Admin fee / account holder | $103 | $162-36.7% | $10,323-99.0% | $188-45.3% |