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: SENSUS INVESTMENT MGT GROUP Service code 26 · EIN 26-1523104 | Advisory (Participants) | $67,863 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,711 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,928 | $41,467+46.9% | $67,313-9.5% | $55,725+9.3% |
| Participation rate | 67.1% | 62.5%+4.6pp | 69.1%-1.9pp | 70.9%-3.7pp |
| Annual return | -5.03% | 0.82%-5.8pp | -4.08%-0.9pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,158 | $1,316-12.1% | $2,566-54.9% | $2,078-44.3% |
| Participant deferral / active EE | $3,035 | $2,399+26.5% | $3,568-14.9% | $3,356-9.6% |
| Admin fee / account holder | $223 | $102+118.2% | $4,507-95.1% | $115+93.4% |