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 |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL SERVICE Service code 55 7333 E.DOUBLETREE RANCH ST · SCOTTSDALE, AZ 85258 | Other Commissions | $73,742 |
CHARLES SCHWAB & CO., INC.4 years Service code 27 | Advisory (Plan) | $0 |
Filed as: CHARLES SCHWAB &CO., INC. Service code 27 | Advisory (Plan) | $0 |
Filed as: EMPOWER LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,236 | $46,292+45.2% | $143,757-53.2% | $64,808+3.7% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.7pp |
| Annual return | -15.91% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,807 | $2,646+81.7% | $5,637-14.7% | $4,310+11.5% |
| Admin fee / account holder | $133 | $154-13.7% | $14,673-99.1% | $188-29.4% |