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 | Recordkeeping fees; Participant commu... | $230,918 |
Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,496 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ 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 | $56,549 | $56,095+0.8% | $178,490-68.3% | $90,288-37.4% |
| Participation rate | 96.9% | 65.6%+31.4pp | 81.9%+15.0pp | 73.4%+23.6pp |
| Annual return | 12.28% | 28.81%-16.5pp | 151.07%-138.8pp | 53.97%-41.7pp |
| Employer contribution / active EE | $1,671 | $1,572+6.2% | $5,011-66.7% | $2,524-33.8% |
| Participant deferral / active EE | $2,592 | $2,669-2.9% | $5,202-50.2% | $4,232-38.8% |
| Admin fee / account holder | $71 | $101-29.4% | $13,984-99.5% | $114-37.7% |