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 | Finders' fees / placement fees; Sales... | $209,961 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $974 |
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 | $54,496 | $50,127+8.7% | $149,673-63.6% | $80,160-32.0% |
| Participation rate | 93.5% | 64.3%+29.3pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 14.18% | 29.82%-15.6pp | 134.42%-120.2pp | 40.38%-26.2pp |
| Employer contribution / active EE | $1,786 | $1,865-4.2% | $4,818-62.9% | $2,978-40.0% |
| Participant deferral / active EE | $2,902 | $3,194-9.1% | $5,680-48.9% | $5,017-42.2% |
| Admin fee / account holder | $60 | $153-60.5% | $13,210-99.5% | $145-58.4% |