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 |
|---|---|---|
CANNON FINANCIAL STRATEGISTS, INC.10+ years Service code 16 · EIN 58-2608124 | Consulting | $471,535 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $313,881 |
Service code 16 · EIN 26-2827068 | Consulting | $17,381 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $640 |
NATIONAL FINANCIAL SERVICES10+ 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 | $90,900 | $53,136+71.1% | $155,509-41.5% | $199,593-54.5% |
| Participation rate | 76.5% | 64.1%+12.4pp | 78.2%-1.7pp | 72.0%+4.5pp |
| Annual return | 13.92% | 41.15%-27.2pp | 64.67%-50.7pp | 34.25%-20.3pp |
| Employer contribution / active EE | $1,462 | $1,851-21.0% | $4,672-68.7% | $3,034-51.8% |
| Participant deferral / active EE | $5,001 | $3,161+58.2% | $5,626-11.1% | $5,087-1.7% |
| Admin fee / account holder | $164 | $185-11.5% | $15,912-99.0% | $269-39.0% |