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 55 7333 E DOUBLETREE RANCH ST 120 · SCOTTSDALE, AZ 85258 | Other Commissions | $76,135 |
Filed as: GREAT WEST LIFE AND ANNUTIY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $438 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 27 · EIN 94-3106735 | Advisory (Plan) | $180 |
Service code 27 | Advisory (Plan) | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB AND CO., INC. Service code 27 | Advisory (Plan) | $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 | $76,784 | $62,928+22.0% | $172,739-55.5% | $67,579+13.6% |
| Participation rate | 93.7% | 64.5%+29.2pp | 82.6%+11.0pp | 71.3%+22.4pp |
| Annual return | 21.04% | 30.36%-9.3pp | 802.84%-781.8pp | 378.56%-357.5pp |
| Employer contribution / active EE | $3,314 | $1,636+102.6% | $5,143-35.6% | $2,148+54.3% |
| Participant deferral / active EE | $4,833 | $2,145+125.3% | $5,198-7.0% | $3,539+36.6% |
| Admin fee / account holder | $1 | $167-99.2% | $13,954-100.0% | $142-99.1% |