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: TORTOISE INVESTMENT MANAGEMENT Service code 26 · EIN 20-1723529 | Advisory (Participants) | $19,070 |
1919 INVESTMENT COUNSEL, LLC3 years Filed as: 1919 INVESTMENT COUNSEL LLC Service code 26 · EIN 26-0103189 | Advisory (Participants) | $12,549 |
Service code 26 · EIN 95-4670255 | Advisory (Participants) | $12,313 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $4,807 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $379,816 | $73,102+419.6% | $123,544+207.4% | $56,287+574.8% |
| Participation rate | 89.7% | 74.3%+15.4pp | 82.3%+7.4pp | 69.9%+19.8pp |
| Annual return | -5.90% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $15,061 | $2,977+405.9% | $4,628+225.5% | $2,111+613.5% |
| Participant deferral / active EE | $12,766 | $5,423+135.4% | $6,426+98.7% | $3,350+281.1% |
| Admin fee / account holder | $170 | $554-69.2% | $9,284-98.2% | $521-67.3% |