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 | Claims processing; Finders' fees / pl... | $348,261 |
THOMASVILLE NATIONAL BANK1+ years Service code 16 301 NORTH BROAD STREET · THOMASVILLE, GA 31799 | Consulting | $131,129 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $450 |
NATIONAL FINANCIAL SERVICES1+ 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 | $41,085 | $37,039+10.9% | $147,614-72.2% | $59,188-30.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 84.6%+15.4pp | 69.4%+30.6pp |
| Annual return | 0.73% | 7.19%-6.5pp | 61.98%-61.2pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,964 | $1,353+45.2% | $5,564-64.7% | $2,098-6.4% |
| Participant deferral / active EE | $2,238 | $2,094+6.9% | $4,895-54.3% | $3,265-31.5% |
| Admin fee / account holder | $106 | $60+76.0% | $11,611-99.1% | $92+14.9% |