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 |
|---|---|---|
ACTUARIAL DESIGNS & SOLUTIONS, INC.2+ years Service code 15 · EIN 01-0496183 | Recordkeeping | $8,271 |
Service code 27 · EIN 45-4118952 121 MIDDLE STREET, SUITE 403 · PORTLAND, ME 04101 | Advisory (Plan) | $6,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Direct payment from the plan; Custodi... | $3,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $120,430 | $51,708+132.9% | $106,619+13.0% | $62,891+91.5% |
| Participation rate | 66.3% | 66.9%-0.6pp | 78.0%-11.7pp | 69.3%-3.0pp |
| Annual return | 6.37% | 4.69%+1.7pp | 9.42%-3.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,474 | $1,764-16.4% | $3,947-62.6% | $2,281-35.4% |
| Participant deferral / active EE | $2,713 | $2,315+17.2% | $3,930-31.0% | $3,203-15.3% |
| Admin fee / account holder | $253 | $3,349-92.4% | $6,418-96.1% | $4,296-94.1% |