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 |
|---|---|---|
Filed as: LAWRENCE, BLACKBURN, MEEK, MAXEY & Service code 10 2920 EASTEX FREEWAY · BEAUMONT, TX 77703 | Accounting | $7,647 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $438 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $126 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 33 · EIN 94-1737782 | Securities brokerage | $72 |
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 | $132,914 | $70,002+89.9% | $115,037+15.5% | $52,331+154.0% |
| Participation rate | 70.2% | 72.1%-1.9pp | 81.4%-11.2pp | 68.1%+2.1pp |
| Annual return | 0.40% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $750 | $2,715-72.4% | $4,608-83.7% | $1,882-60.2% |
| Participant deferral / active EE | $5,952 | $4,920+21.0% | $6,026-1.2% | $3,022+97.0% |
| Admin fee / account holder | $90 | $566-84.1% | $8,175-98.9% | $592-84.8% |