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 | $19,245 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,394 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,069 | $50,982+4.1% | $154,803-65.7% | $85,563-38.0% |
| Participation rate | 49.2% | 59.8%-10.5pp | 78.1%-28.8pp | 66.0%-16.7pp |
| Annual return | 14.95% | 30.35%-15.4pp | 58.88%-43.9pp | 31.51%-16.6pp |
| Employer contribution / active EE | $899 | $1,708-47.4% | $4,305-79.1% | $2,654-66.1% |
| Participant deferral / active EE | $2,088 | $2,474-15.6% | $5,540-62.3% | $4,375-52.3% |
| Admin fee / account holder | $79 | $846-90.7% | $14,329-99.4% | $834-90.5% |