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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 12 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Claims ... | $16,231 |
Filed as: FIDELITY INVESTMENTS Service code 12 500 EAST EISENHOWER PARKWAY · ANN ARBOR, MI 48108 | Direct payment from the plan; Claims ... | $12,637 |
THURSTON SPRINGER MILLER3 years Filed as: THURSTON SPRINGER FINANCIAL Service code 12 9000 KEYSTONE XING · INDIANAPOLIS, IN 46240 | Direct payment from the plan; Claims ... | $5,419 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 12 800 LASALLE AVENUE · MINNEAPOLIS, MN 55402 | Claims processing; Direct payment fro... | $5,059 |
Filed as: AMERIPRISE Service code 12 1099 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Direct payment from the plan; Claims ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,797 | $61,156+120.4% | $185,823-27.5% | $79,386+69.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 12.31% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $14,302 | $2,321+516.3% | $5,167+176.8% | $2,427+489.2% |
| Participant deferral / active EE | $5,770 | $2,789+106.9% | $5,568+3.6% | $4,046+42.6% |
| Admin fee / account holder | $245 | $710-65.4% | $16,237-98.5% | $626-60.9% |