Filed March 28, 2018
Total covered: 12 employees
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 | Investment management; Float revenue;... | $101,110 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,193 | $45,000-6.2% | $143,757-70.6% | $77,904-45.8% |
| Participation rate | 69.9% | 66.8%+3.1pp | 80.3%-10.4pp | 73.7%-3.8pp |
| Annual return | -14.81% | 29.03%-43.8pp | -0.04%-14.8pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,184 | $1,870-36.7% | $4,951-76.1% | $2,848-58.4% |
| Participant deferral / active EE | $2,801 | $3,157-11.3% | $5,637-50.3% | $4,806-41.7% |
| Admin fee / account holder | $43 | $98-56.2% | $14,673-99.7% | $133-67.5% |