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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $44,989 |
LPL FINANCIAL6+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2600 ROSE HILL STREET · BOISE, ID 83705 | Advisory (Participants) | $33,420 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,029 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,803 | $79,519-27.3% | $95,952-39.8% | $73,409-21.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 11.68% | 19.20%-7.5pp | 91.61%-79.9pp | 59.29%-47.6pp |
| Employer contribution / active EE | $1,729 | $2,048-15.6% | $2,541-32.0% | $2,234-22.6% |
| Participant deferral / active EE | $3,281 | $4,138-20.7% | $4,167-21.3% | $3,805-13.8% |
| Admin fee / account holder | $207 | $184+12.2% | $6,795-97.0% | $158+31.0% |