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 |
|---|---|---|
TRI-AD ACTUARIES, INC.1+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $3,622 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,022 | $70,667-15.1% | $123,104-51.2% | $52,331+14.7% |
| Participation rate | 94.7% | 83.7%+11.0pp | 86.8%+8.0pp | 68.1%+26.6pp |
| Annual return | -1.72% | 6.23%-7.9pp | 13.22%-14.9pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,763 | $2,946-6.2% | $5,151-46.4% | $1,882+46.8% |
| Participant deferral / active EE | $6,366 | $4,493+41.7% | $6,230+2.2% | $3,022+110.6% |
| Admin fee / account holder | $24 | $506-95.3% | $9,015-99.7% | $592-96.0% |