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 5-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 |
|---|---|---|
WAKEFIELD ASSET MANAGEMENT1+ years Filed as: WAKEFIELD ASSET MGMT LLLP Service code 26 · EIN 20-8251802 | Advisory (Participants) | $24,923 |
NORTHSTAR INVESTMENT ADVISORS1+ years Service code 26 · EIN 84-1306092 | Advisory (Participants) | $16,303 |
TRANSITIONS WEALTH MGMT LLC1+ years Service code 26 · EIN 84-1483103 | Advisory (Participants) | $13,460 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $12,160 |
INVESTMENT SECURITY GROUP INC1+ years Service code 26 · EIN 20-2730384 | Advisory (Participants) | $10,660 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $181,289 | $52,293+246.7% | $178,490+1.6% | $73,409+147.0% |
| Participation rate | 94.5% | 65.3%+29.2pp | 81.9%+12.6pp | 72.2%+22.3pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $5,888 | $1,735+239.3% | $5,011+17.5% | $2,234+163.6% |
| Participant deferral / active EE | $3,066 | $2,332+31.5% | $5,202-41.0% | $3,805-19.4% |
| Admin fee / account holder | $117 | $127-8.2% | $13,984-99.2% | $158-26.0% |