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 | Recordkeeping fees; Distribution (12b... | $135,901 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $700 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,899 | $31,810-21.7% | $64,105-61.2% | $59,188-57.9% |
| Participation rate | 27.5% | 57.7%-30.3pp | 68.2%-40.7pp | 69.4%-42.0pp |
| Annual return | -0.97% | 9.41%-10.4pp | 791.24%-792.2pp | 5.51%-6.5pp |
| Employer contribution / active EE | $631 | $659-4.3% | $1,820-65.3% | $2,098-69.9% |
| Participant deferral / active EE | $1,006 | $1,582-36.4% | $2,822-64.3% | $3,265-69.2% |
| Admin fee / account holder | $67 | $57+18.0% | $4,499-98.5% | $92-27.2% |