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 |
|---|---|---|
MONROE SHINE & CO., INC2 years Service code 10 · EIN 35-1515068 | Accounting | $8,000 |
VALMARK ADVISERS INC4+ years Service code 26 · EIN 31-1509466 | Advisory (Participants) | $4,674 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,012 |
Service code 15 · EIN 31-1360674 | Recordkeeping | $1,835 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 52 · EIN 42-1558009 | Indirect Investment Fees | $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 | $171,119 | $73,102+134.1% | $123,544+38.5% | $56,287+204.0% |
| Participation rate | 92.3% | 74.3%+18.0pp | 82.3%+10.0pp | 69.9%+22.5pp |
| Annual return | -6.64% | 3.01%-9.6pp | 119.20%-125.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $4,907 | $2,977+64.8% | $4,628+6.0% | $2,111+132.4% |
| Participant deferral / active EE | $8,370 | $5,423+54.4% | $6,426+30.3% | $3,350+149.9% |
| Admin fee / account holder | $126 | $554-77.2% | $9,284-98.6% | $521-75.7% |