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 | Shareholder servicing fees; Claims pr... | $189,166 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $326 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES3+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,273 | $37,026+3.4% | $78,778-51.4% | $177,276-78.4% |
| Participation rate | 27.3% | 54.2%-27.0pp | 69.2%-41.9pp | 74.8%-47.6pp |
| Annual return | 17.97% | 16.20%+1.8pp | 35.62%-17.7pp | 21.25%-3.3pp |
| Employer contribution / active EE | $646 | $730-11.5% | $1,986-67.4% | $2,479-73.9% |
| Participant deferral / active EE | $1,100 | $1,412-22.1% | $2,958-62.8% | $3,881-71.7% |
| Admin fee / account holder | $96 | $77+24.9% | $5,134-98.1% | $154-38.0% |