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 | Distribution (12b-1) fees; Shareholde... | $108,623 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Employee (plan sponsor); Valuation (a... | $525 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $170,235 | $80,005+112.8% | $140,016+21.6% | $55,725+205.5% |
| Participation rate | 99.2% | 87.0%+12.2pp | 87.5%+11.7pp | 70.9%+28.3pp |
| Annual return | 8.75% | 0.46%+8.3pp | 651.12%-642.4pp | 244.93%-236.2pp |
| Employer contribution / active EE | $4,068 | $3,403+19.6% | $5,606-27.4% | $2,078+95.8% |
| Participant deferral / active EE | $12,695 | $5,264+141.2% | $6,927+83.3% | $3,356+278.3% |
| Admin fee / account holder | $172 | $116+49.1% | $10,705-98.4% | $115+49.7% |