Filed April 25, 2023 (most recent of 5 filings on file)
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 | Float revenue; Participant communicat... | $166,123 |
Service code 33 · EIN 58-2608124 | Securities brokerage commissions and ... | $106,351 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $258 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,709 | $56,095-6.0% | $178,490-70.5% | $90,288-41.6% |
| Participation rate | 63.7% | 65.6%-1.9pp | 81.9%-18.3pp | 73.4%-9.7pp |
| Annual return | 14.90% | 28.81%-13.9pp | 151.07%-136.2pp | 53.97%-39.1pp |
| Employer contribution / active EE | $1,533 | $1,572-2.5% | $5,011-69.4% | $2,524-39.3% |
| Participant deferral / active EE | $2,956 | $2,669+10.8% | $5,202-43.2% | $4,232-30.2% |
| Admin fee / account holder | $104 | $101+3.5% | $13,984-99.3% | $114-8.6% |