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 3-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; Participant communicat... | $82,137 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,386 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $201,428 | $85,135+136.6% | $98,907+103.7% | $73,409+174.4% |
| Participation rate | 98.4% | 81.1%+17.3pp | 76.0%+22.4pp | 72.2%+26.3pp |
| Annual return | 0.00% | 19.14%-19.1pp | 196.43%-196.4pp | 59.29%-59.3pp |
| Employer contribution / active EE | $1,885 | $2,721-30.7% | $2,689-29.9% | $2,234-15.6% |
| Participant deferral / active EE | $4,834 | $4,349+11.2% | $4,244+13.9% | $3,805+27.0% |
| Admin fee / account holder | $117 | $139-15.9% | $6,642-98.2% | $158-25.8% |