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 7-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 |
|---|---|---|
CHARLES DAVID HYMAN3+ years Service code 26 · EIN 65-0128319 | Advisory (Participants) | $3,710 |
ATON ADVISORS LLC3+ years Service code 26 · EIN 27-2064708 | Advisory (Participants) | $2,494 |
WEALTH LEGACY INSTITUTE, INC.1 year Filed as: WEALTH LEGACY INSTITUTE INC. Service code 26 · EIN 20-5787712 | Advisory (Participants) | $2,136 |
THE MILESTONE GROUP3+ years Filed as: MILESTONE GROUP INC. Service code 26 · EIN 84-1333402 | Advisory (Participants) | $1,767 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $1,287 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,820 | $80,753+218.0% | $136,294+88.4% | $62,292+312.3% |
| Participation rate | 92.1% | 73.5%+18.5pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 15.03% | 35.83%-20.8pp | 5155.94%-5140.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $14,452 | $2,884+401.2% | $4,695+207.8% | $2,042+607.7% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $12 | $525-97.7% | $9,243-99.9% | $479-97.5% |