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 | Recordkeeping and information managem... | $312,469 |
LAWING FINANCIAL3+ years Filed as: LAWING FINANCIAL, INC. Service code 16 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Consulting | $110,625 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $461 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $56,458 | $88,730-36.4% | $82,313-31.4% | $77,958-27.6% |
| Participation rate | 97.8% | 84.5%+13.2pp | 76.9%+20.9pp | 71.6%+26.1pp |
| Annual return | 15.40% | 20.88%-5.5pp | 25.88%-10.5pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,440 | $2,758-47.8% | $2,428-40.7% | $2,310-37.7% |
| Participant deferral / active EE | $2,804 | $4,634-39.5% | $3,706-24.3% | $3,537-20.7% |
| Admin fee / account holder | $264 | $74+256.3% | $5,608-95.3% | $97+170.7% |