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 | Participant loan processing; Sales lo... | $195,114 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-3106735 | Securities brokerage commissions and ... | $1,027 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $49,746 | $45,000+10.5% | $143,757-65.4% | $77,904-36.1% |
| Participation rate | 98.1% | 66.8%+31.3pp | 80.3%+17.8pp | 73.7%+24.4pp |
| Annual return | -12.73% | 29.03%-41.8pp | -0.04%-12.7pp | 12.21%-24.9pp |
| Employer contribution / active EE | $1,783 | $1,870-4.6% | $4,951-64.0% | $2,848-37.4% |
| Participant deferral / active EE | $2,866 | $3,157-9.2% | $5,637-49.2% | $4,806-40.4% |
| Admin fee / account holder | $57 | $98-41.9% | $14,673-99.6% | $133-56.9% |