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 15 · EIN 36-4389114 | Recordkeeping | $31,237 |
HARBOR FINANCIAL RESOURCES, INC.5+ years Service code 27 · EIN 36-3957484 | Advisory (Plan) | $30,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Custodial... | $17,988 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $532 |
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 | $185,555 | $86,332+114.9% | $125,175+48.2% | $65,185+184.7% |
| Participation rate | 94.2% | 75.3%+18.9pp | 79.8%+14.5pp | 70.2%+24.0pp |
| Annual return | 21.55% | 27.43%-5.9pp | 43.79%-22.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,505 | $2,040+71.8% | $3,865-9.3% | $2,177+61.0% |
| Participant deferral / active EE | $10,071 | $3,537+184.7% | $4,937+104.0% | $3,514+186.6% |
| Admin fee / account holder | $227 | $609-62.7% | $9,702-97.7% | $847-73.2% |