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 | Float revenue; Participant communicat... | $53,441 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $15 |
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 commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $213,830 | $66,124+223.4% | $90,404+136.5% | $73,488+191.0% |
| Participation rate | 80.2% | 69.7%+10.6pp | 72.7%+7.5pp | 70.7%+9.6pp |
| Annual return | 13.77% | 17.65%-3.9pp | 1293.02%-1279.2pp | 28.51%-14.7pp |
| Employer contribution / active EE | $4,947 | $2,346+110.8% | $3,262+51.7% | $2,270+117.9% |
| Participant deferral / active EE | $7,918 | $3,039+160.6% | $3,963+99.8% | $3,740+111.7% |
| Admin fee / account holder | $313 | $396-21.1% | $5,611-94.4% | $513-39.1% |