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);... | $47,570 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $15 |
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 commissions and ... | $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 | $186,168 | $51,620+260.7% | $90,281+106.2% | $65,185+185.6% |
| Participation rate | 87.7% | 68.6%+19.1pp | 73.3%+14.5pp | 70.2%+17.5pp |
| Annual return | 2.84% | 24.94%-22.1pp | 78.10%-75.3pp | 29.38%-26.5pp |
| Employer contribution / active EE | $5,040 | $2,235+125.5% | $2,854+76.6% | $2,177+131.5% |
| Participant deferral / active EE | $7,912 | $2,871+175.6% | $3,885+103.6% | $3,514+125.2% |
| Admin fee / account holder | $278 | $384-27.6% | $5,351-94.8% | $847-67.2% |