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; Shareholde... | $116,301 |
Service code 33 · EIN 38-2340348 | Securities brokerage commissions and ... | $7,791 |
YUKON WEALTH MANAGEMENT INC2+ years Filed as: YUKON WEALTH MANAGEMENT INC. Service code 33 · EIN 48-1156653 | Securities brokerage commissions and ... | $6,613 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,271 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $95,069 | $85,635+11.0% | $123,892-23.3% | $63,975+48.6% |
| Participation rate | 99.4% | 74.9%+24.4pp | 81.4%+17.9pp | 71.1%+28.2pp |
| Annual return | 7.72% | 15.74%-8.0pp | 47.52%-39.8pp | 48.65%-40.9pp |
| Employer contribution / active EE | $302 | $3,076-90.2% | $4,617-93.5% | $2,182-86.2% |
| Participant deferral / active EE | $8,894 | $5,667+56.9% | $5,984+48.6% | $3,356+165.0% |
| Admin fee / account holder | $85 | $75+13.1% | $8,357-99.0% | $70+20.3% |