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 |
|---|---|---|
VALMARK ADVISERS INC2+ years Service code 26 · EIN 31-1509466 | Advisory (Participants) | $7,238 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,601 |
Service code 15 · EIN 31-1360674 | Recordkeeping | $2,240 |
Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return 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 | $175,541 | $75,183+133.5% | $123,892+41.7% | $55,167+218.2% |
| Participation rate | 82.2% | 72.8%+9.3pp | 81.4%+0.8pp | 69.0%+13.2pp |
| Annual return | 5.18% | 19.01%-13.8pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $4,042 | $2,823+43.2% | $4,617-12.4% | $1,963+106.0% |
| Participant deferral / active EE | $6,633 | $5,084+30.5% | $5,984+10.8% | $3,054+117.2% |
| Admin fee / account holder | $82 | $663-87.6% | $8,357-99.0% | $504-83.7% |