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 7-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $25,226 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $13,521 |
Filed as: CHARLES SCHWAB & CO., INC Service code 27 EL PASO OPERATION CENTER · EL PASO, TX 79998 | Advisory (Plan) | $11,224 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,813 |
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 | $245,352 | $98,750+148.5% | $149,696+63.9% | $79,858+207.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.85% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $5,726 | $3,216+78.0% | $4,644+23.3% | $2,471+131.8% |
| Participant deferral / active EE | $10,344 | $5,680+82.1% | $6,842+51.2% | $3,740+176.6% |
| Admin fee / account holder | $341 | $6,053-94.4% | $9,309-96.3% | $5,306-93.6% |