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 |
|---|---|---|
WATKINS ROSS5+ years Filed as: WATKINS, ROSS Service code 15 · EIN 38-1477362 | Recordkeeping | $27,370 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $17,831 |
MATHESON FINANCIAL ADVISORS INC5+ years Service code 10 · EIN 20-0431875 | Accounting | $7,750 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,022 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $32 |
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 | $73,775 | $89,652-17.7% | $141,162-47.7% | $65,185+13.2% |
| Participation rate | 94.5% | 74.7%+19.8pp | 82.5%+12.1pp | 70.2%+24.3pp |
| Annual return | 20.69% | 32.79%-12.1pp | 71.39%-50.7pp | 29.38%-8.7pp |
| Employer contribution / active EE | $2,339 | $3,065-23.7% | $4,735-50.6% | $2,177+7.5% |
| Participant deferral / active EE | $5,367 | $5,691-5.7% | $6,709-20.0% | $3,514+52.7% |
| Admin fee / account holder | $271 | $569-52.3% | $10,261-97.4% | $847-68.0% |