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 15 · EIN 16-1450952 | Recordkeeping | $11,579 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $6,500 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,544 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,411 | $56,357+161.6% | $104,294+41.3% | $68,494+115.2% |
| Participation rate | 88.7% | 63.3%+25.4pp | 73.3%+15.4pp | 67.9%+20.8pp |
| Annual return | -16.70% | -9.19%-7.5pp | 24.61%-41.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,261 | $1,960+15.4% | $3,372-32.9% | $2,596-12.9% |
| Participant deferral / active EE | $3,576 | $3,077+16.2% | $4,625-22.7% | $4,027-11.2% |
| Admin fee / account holder | $174 | $4,903-96.5% | $7,339-97.6% | $5,403-96.8% |