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 | Participant communication; Recordkeep... | $46,467 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $582 |
MID ATLANTIC CAPITAL CORPORATION8+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,421 | $58,264+240.6% | $86,612+129.1% | $71,457+177.7% |
| Participation rate | 91.1% | 65.0%+26.1pp | 71.7%+19.4pp | 67.9%+23.2pp |
| Annual return | 8.74% | 21.63%-12.9pp | 591.07%-582.3pp | 28.85%-20.1pp |
| Employer contribution / active EE | $6,442 | $2,574+150.3% | $3,022+113.1% | $2,588+149.0% |
| Participant deferral / active EE | $9,979 | $3,436+190.4% | $4,438+124.9% | $4,289+132.7% |
| Admin fee / account holder | $253 | $1,057-76.1% | $5,614-95.5% | $1,587-84.1% |