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.4+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $74,102 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,137 |
MKD CPAS PLLC4+ years Filed as: MKD PLLC Service code 10 · EIN 45-1070919 | Accounting | $9,000 |
KERWIN, BELEY & ASSOCIATES, INC.1 year Filed as: KERWIN, BELEY & ASSOCIATES Service code 26 · EIN 91-1284464 | Advisory (Participants) | $5,909 |
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 | $112,207 | $69,159+62.2% | $125,175-10.4% | $67,579+66.0% |
| Participation rate | 83.4% | 78.2%+5.2pp | 79.8%+3.6pp | 71.3%+12.1pp |
| Annual return | 10.19% | 27.12%-16.9pp | 43.79%-33.6pp | 378.56%-368.4pp |
| Employer contribution / active EE | $4,725 | $2,023+133.5% | $3,865+22.2% | $2,148+120.0% |
| Participant deferral / active EE | $2,848 | $3,700-23.0% | $4,937-42.3% | $3,539-19.5% |
| Admin fee / account holder | $137 | $142-3.3% | $9,702-98.6% | $142-3.7% |