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 | Sales loads (front end and deferred);... | $266,727 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $390 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,934 | $44,989+11.0% | $170,442-70.7% | $77,958-35.9% |
| Participation rate | 100.0% | 64.6%+35.4pp | 83.6%+16.4pp | 71.6%+28.4pp |
| Annual return | 12.71% | 19.61%-6.9pp | 205.93%-193.2pp | 20.87%-8.2pp |
| Employer contribution / active EE | $1,367 | $1,466-6.8% | $5,433-74.8% | $2,310-40.8% |
| Participant deferral / active EE | $2,247 | $2,208+1.8% | $4,939-54.5% | $3,537-36.5% |
| Admin fee / account holder | $84 | $69+22.2% | $13,880-99.4% | $97-13.5% |