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 |
|---|---|---|
NYHART5+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $406,362 |
OXFORD FINANCIAL GROUP, LTD5+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $149,289 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $99,852 |
BAKER & HOSTETLER LLP5+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $51,645 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $15,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,583 | $97,954-19.8% | $115,157-31.8% | $77,787+1.0% |
| Participation rate | 91.1% | 52.3%+38.8pp | 75.9%+15.2pp | 73.2%+17.9pp |
| Annual return | 20.17% | 23.95%-3.8pp | 35.60%-15.4pp | 32.57%-12.4pp |
| Employer contribution / active EE | $2,287 | $927+146.7% | $3,179-28.1% | $2,504-8.7% |
| Participant deferral / active EE | $3,804 | $1,655+129.9% | $4,168-8.7% | $3,967-4.1% |
| Admin fee / account holder | $184 | $347-47.0% | $7,088-97.4% | $100+84.0% |