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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: ADVANCED CAPITAL GROUP Service code 27 50 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $47,500 |
Service code 10 106 W. VINE STREET · LEXINGTON, KY 40507 | Accounting | $20,515 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,550 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $410 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 | Float revenue; Direct payment from th... | $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 | $153,160 | $46,423+229.9% | $75,886+101.8% | $67,579+126.6% |
| Participation rate | 98.6% | 63.1%+35.6pp | 69.3%+29.4pp | 71.3%+27.4pp |
| Annual return | 26.04% | 32.29%-6.3pp | 30.76%-4.7pp | 378.56%-352.5pp |
| Employer contribution / active EE | $5,142 | $1,406+265.6% | $2,500+105.6% | $2,148+139.4% |
| Participant deferral / active EE | $7,304 | $2,564+184.8% | $3,603+102.7% | $3,539+106.4% |
| Admin fee / account holder | $112 | $132-15.3% | $5,418-97.9% | $142-21.6% |