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 15 · EIN 36-4389114 | Recordkeeping | $27,296 |
Filed as: IFP ADVISORS INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $6,809 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,257 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,854 | $63,924-56.4% | $108,579-74.3% | $55,167-49.5% |
| Participation rate | 97.5% | 74.3%+23.2pp | 79.6%+18.0pp | 69.0%+28.5pp |
| Annual return | 7.63% | 15.31%-7.7pp | -51.70%+59.3pp | 169.23%-161.6pp |
| Employer contribution / active EE | $1,297 | $1,879-31.0% | $3,758-65.5% | $1,963-33.9% |
| Participant deferral / active EE | $2,831 | $3,067-7.7% | $4,311-34.3% | $3,054-7.3% |
| Admin fee / account holder | $192 | $618-69.0% | $7,645-97.5% | $504-62.0% |