Filed March 4, 2025
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);... | $174,801 |
Service code 16 · EIN 76-0451829 | Consulting | $40,000 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $62 |
MID ATLANTIC CAPITAL CORPORATION6+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,216 | $47,634-42.9% | $90,404-69.9% | $90,288-69.9% |
| Participation rate | 97.0% | 67.5%+29.6pp | 72.7%+24.3pp | 73.4%+23.7pp |
| Annual return | 14.83% | 19.61%-4.8pp | 1293.02%-1278.2pp | 53.97%-39.1pp |
| Employer contribution / active EE | $902 | $1,749-48.4% | $3,262-72.3% | $2,524-64.3% |
| Participant deferral / active EE | $2,337 | $2,824-17.3% | $3,963-41.0% | $4,232-44.8% |
| Admin fee / account holder | $80 | $106-24.4% | $5,611-98.6% | $114-29.8% |