See peer percentile detail. $4.99 for your first month.
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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 27 · EIN 26-2509545 | Advisory (Plan) | $28,575 |
FAULKNER, KING & WENZ PSC3+ years Service code 10 · EIN 61-1038574 | Accounting | $8,200 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,818 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,160 |
BENEFITS ADMINISTRATORS, LLC3+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $1,200 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $793 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 | Securities brokerage commissions and ... | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 | 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 | $81,705 | $79,523+2.7% | $140,016-41.6% | $56,287+45.2% |
| Participation rate | 93.8% | 85.7%+8.1pp | 87.5%+6.3pp | 69.9%+23.9pp |
| Annual return | -5.94% | 2.39%-8.3pp | 651.12%-657.1pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,343 | $3,350+29.6% | $5,606-22.5% | $2,111+105.7% |
| Participant deferral / active EE | $2,966 | $5,129-42.2% | $6,927-57.2% | $3,350-11.5% |
| Admin fee / account holder | $194 | $614-68.5% | $10,705-98.2% | $521-62.8% |