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 | Distribution (12b-1) fees; Sales load... | $169,807 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Copying and dup... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,492 | $27,322+143.4% | $74,701-11.0% | $82,204-19.1% |
| Participation rate | 9.2% | 31.7%-22.5pp | 54.5%-45.2pp | 73.4%-64.2pp |
| Annual return | 19.56% | 28.26%-8.7pp | 752.92%-733.4pp | 26.31%-6.7pp |
| Employer contribution / active EE | $275 | $324-15.2% | $1,084-74.6% | $2,707-89.9% |
| Participant deferral / active EE | $558 | $909-38.6% | $1,964-71.6% | $4,246-86.9% |
| Admin fee / account holder | $129 | $86+50.0% | $3,333-96.1% | $76+70.9% |