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 |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG INVESTMENT SERVICES, INC. Service code 26 · EIN 41-1812533 | Advisory (Participants) | $31,871 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP - NCS Service code 15 · EIN 41-1737003 | Recordkeeping | $17,346 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $6,531 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $51,594 | $27,330+88.8% | $67,711-23.8% | $55,191-6.5% |
| Participation rate | 81.2% | 47.5%+33.6pp | 67.5%+13.7pp | 69.2%+12.0pp |
| Annual return | -0.13% | 8.81%-8.9pp | 25.41%-25.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $215 | $855-74.8% | $2,559-91.6% | $1,899-88.7% |
| Participant deferral / active EE | $804 | $1,709-52.9% | $3,585-77.6% | $3,046-73.6% |
| Admin fee / account holder | $222 | $109+103.3% | $4,255-94.8% | $91+144.7% |