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 |
|---|---|---|
OGLETREE DEAKINS2+ years Service code 29 · EIN 57-1044820 | Legal | $31,238 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $10,815 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $5,250 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $113 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $115,540 | $60,165+92.0% | $74,183+55.7% | $55,167+109.4% |
| Participation rate | 96.5% | 74.2%+22.3pp | 76.6%+19.8pp | 69.0%+27.5pp |
| Annual return | 9.03% | 10.00%-1.0pp | 17.74%-8.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $7,396 | $1,600+362.4% | $2,370+212.1% | $1,963+276.9% |
| Participant deferral / active EE | $4,716 | $2,973+58.7% | $3,550+32.9% | $3,054+54.4% |
| Admin fee / account holder | $163 | $419-61.2% | $5,586-97.1% | $504-67.7% |