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 3-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Filed as: NIAGARA INTERNATIONAL CAPITAL LTD. Service code 61 · EIN 20-2182342 | Finders' fees / placement fees | $0 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Inves... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $150,881 | $55,453+172.1% | $170,442-11.5% | $62,292+142.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $13,263 | $2,164+513.0% | $5,433+144.1% | $2,042+549.4% |
| Participant deferral / active EE | $11,439 | $2,303+396.7% | $4,939+131.6% | $3,169+260.9% |
| Admin fee / account holder | $178 | $455-60.9% | $13,880-98.7% | $479-62.9% |