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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB Service code 27 · EIN 94-1737782 | Advisory (Plan) | $87,274 |
Filed as: FIDELITY INVESTMENTS Service code 27 · EIN 04-2882358 | Advisory (Plan) | $47,352 |
TD AMERITRADE, INC.8 years Filed as: TD AMERITRADE Service code 27 · EIN 06-0988655 | Advisory (Plan) | $44,619 |
Filed as: AMERIPRISE FINANCIAL Service code 27 · EIN 41-0973005 | Advisory (Plan) | $26,192 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 94-1347393 | Advisory (Plan) | $22,916 |
LPL FINANCIAL9+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $18,769 |
Filed as: UBS FINANCIAL Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,789 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $15,373 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL Service code 27 · EIN 43-1273600 | Advisory (Plan) | $14,004 |
Filed as: ASSETMARK TRUST COMPANYL Service code 27 · EIN 86-0770473 | Advisory (Plan) | $11,693 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $175,202-100.0% | $149,673-100.0% | $139,434-100.0% |
| Participation rate | 0.0% | 83.4%-83.4pp | 78.8%-78.8pp | 80.3%-80.3pp |
| Annual return | -94.28% | 166.71%-261.0pp | 134.42%-228.7pp | 372.94%-467.2pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $5,680-100.0% | $6,710-100.0% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |