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 10-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 |
|---|---|---|
SCHAEFER FINANCIAL MANAGEMENT5+ years Service code 33 · EIN 84-1593457 | Securities brokerage | $28,395 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $11,133 |
PRIVATE ADVISOR GROUP LLC2 years Filed as: PRIVATE CAPITAL MANAGEMENT Service code 33 · EIN 37-1711781 | Securities brokerage | $3,144 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $996 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $191,243 | $89,652+113.3% | $141,162+35.5% | $65,185+193.4% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.5%+15.5pp | 70.2%+27.7pp |
| Annual return | 20.15% | 32.79%-12.6pp | 71.39%-51.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $4,976 | $3,065+62.4% | $4,735+5.1% | $2,177+128.6% |
| Participant deferral / active EE | $7,410 | $5,691+30.2% | $6,709+10.4% | $3,514+110.9% |
| Admin fee / account holder | $152 | $569-73.2% | $10,261-98.5% | $847-82.0% |