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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $107,274 |
Filed as: MORGAN STANLEY DEAN WITTER Service code 16 ONE NEW YORK PLAZA · NEW YORK, NY 10004 | Consulting | $26,277 |
UBS FINANCIAL SERVICES INC5+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,090 |
ASCENSUS LLC3 years Filed as: MEANS & ASSOCIATES LLC Service code 16 · EIN 33-0802604 | Consulting | $18,333 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $191 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $92,112 | $75,419+22.1% | $392,568-76.5% | $67,579+36.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.1%+21.9pp | 71.3%+28.7pp |
| Annual return | 20.98% | 36.70%-15.7pp | 24.42%-3.4pp | 378.56%-357.6pp |
| Employer contribution / active EE | $3,835 | $2,636+45.5% | $3,783+1.4% | $2,148+78.6% |
| Participant deferral / active EE | $8,969 | $4,347+106.3% | $5,985+49.9% | $3,539+153.4% |
| Admin fee / account holder | $300 | $114+163.4% | $6,260-95.2% | $142+110.7% |