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 33 570 LEXINGTON AVE · NEW YORK, NY 10022 | Distribution (12b-1) fees; Securities... | $46,099 |
WATKINS ROSS4 years Service code 33 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Recordkeeping fees; Securities broker... | $33,778 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB BANK Service code 33 · EIN 16-1450952 150 STATE STREET · ROCHESTER, NY 14614 | Securities brokerage; Direct payment ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,989 | $88,515-70.6% | $162,163-84.0% | $67,579-61.5% |
| Participation rate | 86.2% | 86.8%-0.6pp | 87.6%-1.4pp | 71.3%+14.9pp |
| Annual return | 14.94% | 27.04%-12.1pp | 115.59%-100.6pp | 378.56%-363.6pp |
| Employer contribution / active EE | $965 | $3,563-72.9% | $5,614-82.8% | $2,148-55.1% |
| Participant deferral / active EE | $3,161 | $5,724-44.8% | $7,298-56.7% | $3,539-10.7% |
| Admin fee / account holder | $188 | $124+51.7% | $10,843-98.3% | $142+31.9% |