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 | Distribution (12b-1) fees; Float reve... | $78,338 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3,544 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $219,060 | $73,404+198.4% | $87,100+151.5% | $67,579+224.2% |
| Participation rate | 87.7% | 80.9%+6.8pp | 76.9%+10.8pp | 71.3%+16.4pp |
| Annual return | 27.69% | 48.29%-20.6pp | 28.19%-0.5pp | 378.56%-350.9pp |
| Employer contribution / active EE | $3,732 | $2,014+85.3% | $2,521+48.0% | $2,148+73.8% |
| Participant deferral / active EE | $5,231 | $3,913+33.7% | $4,049+29.2% | $3,539+47.8% |
| Admin fee / account holder | $260 | $142+83.8% | $7,497-96.5% | $142+82.9% |