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 | Direct payment from the plan; Recordk... | $215,401 |
Service code 33 · EIN 58-2608124 | Securities brokerage commissions and ... | $169,192 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $364 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $64,205 | $67,512-4.9% | $185,823-65.4% | $93,030-31.0% |
| Participation rate | 63.7% | 67.1%-3.4pp | 81.7%-18.0pp | 73.9%-10.2pp |
| Annual return | 15.67% | 21.04%-5.4pp | 122.05%-106.4pp | 158.70%-143.0pp |
| Employer contribution / active EE | $1,708 | $1,783-4.2% | $5,167-66.9% | $2,706-36.9% |
| Participant deferral / active EE | $3,398 | $3,035+12.0% | $5,568-39.0% | $4,562-25.5% |
| Admin fee / account holder | $149 | $318-53.2% | $16,237-99.1% | $152-2.0% |