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 | Direct payment from the plan; Recordk... | $51,816 |
Filed as: HARRINGTON LANGER AND ASSOCIATES Service code 10 · EIN 41-1532347 | Accounting | $6,175 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $11 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,501 | $63,745+297.7% | $98,442+157.5% | $79,386+219.3% |
| Participation rate | 90.7% | 69.9%+20.9pp | 73.3%+17.4pp | 70.7%+20.0pp |
| Annual return | 20.26% | 625.80%-605.5pp | 1492.73%-1472.5pp | 116.85%-96.6pp |
| Employer contribution / active EE | $5,980 | $2,557+133.9% | $2,960+102.0% | $2,427+146.4% |
| Participant deferral / active EE | $9,819 | $3,303+197.3% | $4,276+129.6% | $4,046+142.7% |
| Admin fee / account holder | $347 | $516-32.6% | $5,949-94.2% | $626-44.6% |