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 | Investment management; Float revenue;... | $24,834 |
AMERICAN FUNDS2+ years Filed as: THE CAPITAL CREATION CORP Service code 16 533 W VALHALLA TERRACE · VERNON, IL 60061 | Consulting | $19,098 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,786 | $51,244+45.9% | $80,975-7.6% | $55,167+35.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.0%+31.0pp |
| Annual return | 12.28% | 17.39%-5.1pp | 17.10%-4.8pp | 169.23%-156.9pp |
| Employer contribution / active EE | $1 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,912 | $4,418-11.4% | $5,696-31.3% | $3,054+28.1% |
| Admin fee / account holder | $121 | $398-69.7% | $5,516-97.8% | $504-76.1% |