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 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $814,924 |
Service code 16 · EIN 04-3831795 | Consulting | $8,699 |
Service code 33 · EIN 38-2809687 | Securities brokerage commissions and ... | $7,632 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $2,179 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
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 | $55,192 | $47,456+16.3% | $172,739-68.0% | $77,787-29.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 82.6%+17.4pp | 73.2%+26.8pp |
| Annual return | 20.97% | 35.57%-14.6pp | 802.84%-781.9pp | 32.57%-11.6pp |
| Employer contribution / active EE | $3,841 | $1,574+144.0% | $5,143-25.3% | $2,504+53.4% |
| Participant deferral / active EE | $6,139 | $2,560+139.8% | $5,198+18.1% | $3,967+54.7% |
| Admin fee / account holder | $62 | $81-23.9% | $13,954-99.6% | $100-38.5% |