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 |
|---|---|---|
EVERINGTON CONSULTING INC2 years Service code 15 · EIN 20-2554266 | Recordkeeping | $142,881 |
FISHER INVESTMENTS4 years Service code 55 · EIN 20-2480800 | Other Commissions | $2,306 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $99 |
Filed as: J.P MORGAN SECURITIES INC Service code 55 | Other Commissions | $5 |
Service code 55 · EIN 42-1617108 | Other Commissions | $3 |
BOFA SECURITIES, INC.1 year Filed as: BOFA SECURITIES, INC Service code 55 | Other Commissions | $2 |
VIRTU AMERICAS LLC2 years Service code 55 | Other Commissions | $2 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Filed as: WELLINGTON CONSULTING SERVICES Service code 26 · EIN 54-1620949 14325 WILLARD ROAD · CHANTILLY, VA 20151 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $173,390 | $101,317+71.1% | $146,958+18.0% | $74,495+132.8% |
| Participation rate | 77.6% | 75.5%+2.1pp | 82.2%-4.6pp | 67.2%+10.4pp |
| Annual return | 12.68% | 8730.91%-8718.2pp | 418.34%-405.7pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $9,028 | $3,810+136.9% | $4,933+83.0% | $2,623+244.2% |
| Participant deferral / active EE | $16,625 | $7,303+127.6% | $8,070+106.0% | $4,346+282.6% |
| Admin fee / account holder | $803 | $1,739-53.8% | $12,998-93.8% | $1,942-58.7% |