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 | Sales loads (front end and deferred);... | $333,317 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 16 · EIN 82-1364595 | Consulting | $124,184 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $362 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $60,122 | $105,247-42.9% | $87,100-31.0% | $77,787-22.7% |
| Participation rate | 99.5% | 85.8%+13.7pp | 76.9%+22.6pp | 73.2%+26.3pp |
| Annual return | 21.11% | 24.52%-3.4pp | 28.19%-7.1pp | 32.57%-11.5pp |
| Employer contribution / active EE | $2,116 | $2,895-26.9% | $2,521-16.1% | $2,504-15.5% |
| Participant deferral / active EE | $3,586 | $5,060-29.1% | $4,049-11.4% | $3,967-9.6% |
| Admin fee / account holder | $250 | $104+139.4% | $7,497-96.7% | $100+149.9% |