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.3+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $64,278 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $24,702 |
MKD CPAS PLLC3+ years Filed as: MKD PLLC Service code 10 · EIN 45-1070919 | Accounting | $8,142 |
KERWIN, BELEY & ASSOCIATES, INC.3+ years Service code 26 · EIN 91-1284464 | Advisory (Participants) | $6,015 |
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 | $115,548 | $62,267+85.6% | $110,238+4.8% | $55,725+107.4% |
| Participation rate | 81.4% | 78.1%+3.3pp | 79.8%+1.6pp | 70.9%+10.5pp |
| Annual return | 10.69% | -1.07%+11.8pp | 314.74%-304.0pp | 244.93%-234.2pp |
| Employer contribution / active EE | $4,776 | $1,941+146.0% | $3,826+24.8% | $2,078+129.8% |
| Participant deferral / active EE | $2,557 | $3,516-27.3% | $4,672-45.3% | $3,356-23.8% |
| Admin fee / account holder | $143 | $121+18.3% | $8,547-98.3% | $115+24.2% |