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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.1+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $60,039 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $22,619 |
MKD CPAS PLLC1+ years Filed as: MKD PLLC Service code 10 · EIN 45-1070919 | Accounting | $7,250 |
KERWIN, BELEY & ASSOCIATES, INC.1+ years Service code 26 · EIN 91-1284464 | Advisory (Participants) | $6,600 |
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 | $104,515 | $107,378-2.7% | $108,579-3.7% | $57,658+81.3% |
| Participation rate | 84.5% | 77.1%+7.4pp | 79.6%+4.9pp | 70.2%+14.2pp |
| Annual return | -0.43% | 12.80%-13.2pp | -51.70%+51.3pp | 5.13%-5.6pp |
| Employer contribution / active EE | $4,630 | $1,782+159.9% | $3,758+23.2% | $1,974+134.6% |
| Participant deferral / active EE | $2,370 | $3,221-26.4% | $4,311-45.0% | $3,061-22.6% |
| Admin fee / account holder | $155 | $108+42.6% | $7,645-98.0% | $95+63.6% |