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 fees; Float revenue; Sa... | $321,593 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $61,030 |
LAWING FINANCIAL4+ years Filed as: LAWING FINANCIAL, INC. Service code 16 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Consulting | $60,080 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $544 |
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,600 | $78,852-37.1% | $76,768-35.4% | $75,289-34.1% |
| Participation rate | 97.0% | 85.0%+12.0pp | 77.0%+20.0pp | 72.4%+24.6pp |
| Annual return | -7.36% | -1.29%-6.1pp | 2.43%-9.8pp | -0.04%-7.3pp |
| Employer contribution / active EE | $1,560 | $2,794-44.2% | $2,485-37.2% | $2,405-35.2% |
| Participant deferral / active EE | $3,214 | $4,800-33.0% | $3,852-16.6% | $3,739-14.0% |
| Admin fee / account holder | $251 | $79+217.9% | $6,675-96.2% | $102+145.4% |