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 | Investment management; Sales loads (f... | $120,667 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $894 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $86,027 | $79,519+8.2% | $95,952-10.3% | $73,409+17.2% |
| Participation rate | 83.5% | 81.2%+2.3pp | 77.1%+6.4pp | 72.2%+11.3pp |
| Annual return | 22.86% | 19.20%+3.7pp | 91.61%-68.8pp | 59.29%-36.4pp |
| Employer contribution / active EE | $4,527 | $2,048+121.1% | $2,541+78.1% | $2,234+102.7% |
| Participant deferral / active EE | $6,990 | $4,138+68.9% | $4,167+67.8% | $3,805+83.7% |
| Admin fee / account holder | $127 | $184-31.0% | $6,795-98.1% | $158-19.5% |