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 8-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 15 · EIN 13-3689044 | Recordkeeping | $19,211 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 35-0874357 | Advisory (Plan) | $7,500 |
Filed as: CHARLES SCHWAB RETIREMENT SERVICES Service code 15 · EIN 94-1737782 | Recordkeeping | $3,515 |
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-2123203 | Accounting | $800 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage; Securities brok... | $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 | $36,998 | $73,102-49.4% | $123,544-70.1% | $56,287-34.3% |
| Participation rate | 94.7% | 74.3%+20.4pp | 82.3%+12.4pp | 69.9%+24.8pp |
| Annual return | 7.95% | 3.01%+4.9pp | 119.20%-111.2pp | -9.96%+17.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $10,885 | $5,423+100.7% | $6,426+69.4% | $3,350+224.9% |
| Admin fee / account holder | $196 | $554-64.5% | $9,284-97.9% | $521-62.3% |