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; Participant co... | $175,398 |
LAWING FINANCIAL2+ years Filed as: LAWING FINANCIAL, INC. Service code 16 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Consulting | $122,630 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $968 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $51,856 | $80,211-35.4% | $74,183-30.1% | $63,975-18.9% |
| Participation rate | 92.7% | 84.2%+8.6pp | 76.6%+16.1pp | 71.1%+21.6pp |
| Annual return | 10.62% | 14.13%-3.5pp | 17.74%-7.1pp | 48.65%-38.0pp |
| Employer contribution / active EE | $1,243 | $2,553-51.3% | $2,370-47.5% | $2,182-43.0% |
| Participant deferral / active EE | $2,401 | $4,370-45.1% | $3,550-32.4% | $3,356-28.5% |
| Admin fee / account holder | $275 | $67+308.8% | $5,586-95.1% | $70+290.0% |