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 | Investment management; Participant lo... | $92,183 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ 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 | $204,726 | $88,515+131.3% | $162,163+26.2% | $67,579+202.9% |
| Participation rate | 99.4% | 86.8%+12.6pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 19.92% | 27.04%-7.1pp | 115.59%-95.7pp | 378.56%-358.6pp |
| Employer contribution / active EE | $5,802 | $3,563+62.8% | $5,614+3.4% | $2,148+170.1% |
| Participant deferral / active EE | $13,358 | $5,724+133.4% | $7,298+83.0% | $3,539+277.4% |
| Admin fee / account holder | $155 | $124+25.3% | $10,843-98.6% | $142+8.9% |