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);... | $340,448 |
Service code 16 · EIN 58-2608124 | Consulting | $139,645 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $600 |
NATIONAL FINANCIAL SERVICES3+ 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 | $47,370 | $44,989+5.3% | $170,442-72.2% | $77,958-39.2% |
| Participation rate | 89.5% | 64.6%+24.9pp | 83.6%+5.9pp | 71.6%+17.8pp |
| Annual return | 16.72% | 19.61%-2.9pp | 205.93%-189.2pp | 20.87%-4.1pp |
| Employer contribution / active EE | $1,311 | $1,466-10.6% | $5,433-75.9% | $2,310-43.3% |
| Participant deferral / active EE | $3,659 | $2,208+65.8% | $4,939-25.9% | $3,537+3.5% |
| Admin fee / account holder | $93 | $69+34.3% | $13,880-99.3% | $97-4.9% |