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 | Sales loads (front end and deferred);... | $164,539 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $55,000 |
Filed as: HUSELTON, MORGAN, & MAULTSBY, P.C. Service code 10 · EIN 75-2409112 | Accounting | $17,532 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,347 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $113,464 | $88,874+27.7% | $123,544-8.2% | $75,289+50.7% |
| Participation rate | 89.3% | 75.9%+13.5pp | 82.3%+7.0pp | 72.4%+16.9pp |
| Annual return | -6.01% | 4.22%-10.2pp | 119.20%-125.2pp | -0.04%-6.0pp |
| Employer contribution / active EE | $7,342 | $3,256+125.5% | $4,628+58.7% | $2,405+205.3% |
| Participant deferral / active EE | $18,272 | $6,174+196.0% | $6,426+184.4% | $3,739+388.7% |
| Admin fee / account holder | $137 | $95+45.1% | $9,284-98.5% | $102+34.1% |