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 13 · EIN 31-1360674 | Contract Administrator | $270,938 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $39,877 |
Filed as: REA & ASSOCIATES, INC. Service code 10 · EIN 34-1310124 | Accounting | $11,260 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1,000 |
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 | $34,201 | $41,617-17.8% | $84,611-59.6% | $77,787-56.0% |
| Participation rate | 94.8% | 45.0%+49.8pp | 68.2%+26.6pp | 73.2%+21.6pp |
| Annual return | 22.78% | 24.97%-2.2pp | 258.74%-236.0pp | 32.57%-9.8pp |
| Employer contribution / active EE | $942 | $1,061-11.2% | $2,652-64.5% | $2,504-62.4% |
| Participant deferral / active EE | $3,310 | $2,129+55.5% | $3,899-15.1% | $3,967-16.6% |
| Admin fee / account holder | $113 | $121-6.9% | $4,912-97.7% | $100+12.6% |