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 9-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 | Recordkeeping and information managem... | $117,970 |
OGLETREE DEAKINS1+ years Service code 29 · EIN 57-1044820 | Legal | $16,694 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $423 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ 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 | $103,982 | $54,320+91.4% | $67,652+53.7% | $52,331+98.7% |
| Participation rate | 95.7% | 73.6%+22.1pp | 75.7%+20.0pp | 68.1%+27.6pp |
| Annual return | 0.89% | 6.81%-5.9pp | 6625.04%-6624.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $6,750 | $1,544+337.3% | $2,266+198.0% | $1,882+258.7% |
| Participant deferral / active EE | $4,409 | $2,950+49.4% | $3,560+23.9% | $3,022+45.9% |
| Admin fee / account holder | $158 | $527-70.0% | $4,821-96.7% | $592-73.3% |