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 | Shareholder servicing fees; Finders' ... | $129,829 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,670 |
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 | $74,651 | $65,118+14.6% | $76,768-2.8% | $55,725+34.0% |
| Participation rate | 88.1% | 79.6%+8.5pp | 77.0%+11.2pp | 70.9%+17.3pp |
| Annual return | -0.98% | -1.27%+0.3pp | 2.43%-3.4pp | 244.93%-245.9pp |
| Employer contribution / active EE | $4,555 | $1,941+134.7% | $2,485+83.3% | $2,078+119.2% |
| Participant deferral / active EE | $7,444 | $3,688+101.8% | $3,852+93.3% | $3,356+121.9% |
| Admin fee / account holder | $186 | $116+60.3% | $6,675-97.2% | $115+61.3% |