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 | Float revenue; Finders' fees / placem... | $54,418 |
INGHAM & COMPANY1 year Filed as: INGHAM RETIREMENT GROUP Service code 27 · EIN 65-0264364 | Advisory (Plan) | $5,077 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
NATIONAL FINANCIAL SERVICES3+ 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 | $72,780 | $89,739-18.9% | $149,718-51.4% | $62,292+16.8% |
| Participation rate | 73.0% | 85.1%-12.1pp | 87.1%-14.0pp | 69.5%+3.5pp |
| Annual return | 16.55% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,923 | $3,233-40.5% | $5,445-64.7% | $2,042-5.8% |
| Participant deferral / active EE | $3,312 | $4,797-31.0% | $6,569-49.6% | $3,169+4.5% |
| Admin fee / account holder | $275 | $551-50.0% | $11,283-97.6% | $479-42.5% |