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 16 · EIN 33-0818667 | Consulting | $155,662 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $70,633 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $558 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,322 | $106,028+58.8% | $146,958+14.5% | $77,643+116.8% |
| Participation rate | 83.3% | 78.4%+5.0pp | 82.2%+1.2pp | 70.6%+12.8pp |
| Annual return | 15.76% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,547 | $4,063-37.3% | $4,933-48.4% | $2,726-6.6% |
| Participant deferral / active EE | $14,538 | $7,990+82.0% | $8,070+80.2% | $4,647+212.8% |
| Admin fee / account holder | $267 | $337-20.8% | $12,998-97.9% | $430-37.9% |