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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $414,465 |
CHOREO LLC1+ years Service code 27 · EIN 41-1944416 | Advisory (Plan) | $9,097 |
FORUM FINANCIAL MANAGEMENT LP1+ years Service code 27 · EIN 38-3649535 | Advisory (Plan) | $7,986 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,486 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | 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 | $56,626 | $53,136+6.6% | $155,509-63.6% | $199,593-71.6% |
| Participation rate | 93.3% | 64.1%+29.2pp | 78.2%+15.1pp | 72.0%+21.3pp |
| Annual return | 13.33% | 41.15%-27.8pp | 64.67%-51.3pp | 34.25%-20.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,488 | $3,161+42.0% | $5,626-20.2% | $5,087-11.8% |
| Admin fee / account holder | $55 | $185-70.3% | $15,912-99.7% | $269-79.5% |