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 | Direct payment from the plan; Sales l... | $64,428 |
STRATEGIES LLC2+ years Filed as: STRATEGIES, LLC Service code 28 · EIN 20-8593746 | Investment Management | $10,055 |
CASEY CIRILLO2+ years Filed as: CASEY PETERSON & ASSOCIATES Service code 10 · EIN 46-0403496 | Accounting | $8,254 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | 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 | $94,013 | $66,750+40.8% | $105,722-11.1% | $57,658+63.1% |
| Participation rate | 94.4% | 79.2%+15.3pp | 78.9%+15.5pp | 70.2%+24.2pp |
| Annual return | 8.04% | 10.99%-3.0pp | 12.25%-4.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $3,757 | $3,766-0.3% | $4,079-7.9% | $1,974+90.3% |
| Participant deferral / active EE | $4,209 | $4,933-14.7% | $5,326-21.0% | $3,061+37.5% |
| Admin fee / account holder | $188 | $88+114.6% | $8,308-97.7% | $95+99.4% |