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 5-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 | Account maintenance fees; Sales loads... | $261,610 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $9,514 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $7,440 |
MAYER HOFFMAN MCCANN P.C.3 years Service code 10 · EIN 43-1947695 | Accounting | $5,360 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
MID ATLANTIC CAPITAL CORPORATION5+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,582 | $101,523-42.3% | $141,162-58.5% | $77,787-24.7% |
| Participation rate | 99.6% | 77.4%+22.3pp | 82.5%+17.2pp | 73.2%+26.4pp |
| Annual return | 26.64% | 56.22%-29.6pp | 71.39%-44.8pp | 32.57%-5.9pp |
| Employer contribution / active EE | $4,423 | $3,341+32.4% | $4,735-6.6% | $2,504+76.6% |
| Participant deferral / active EE | $8,162 | $6,434+26.9% | $6,709+21.7% | $3,967+105.7% |
| Admin fee / account holder | $122 | $92+33.1% | $10,261-98.8% | $100+21.7% |