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 MANAGEMENT GROUP Service code 26 · EIN 26-1523104 | Advisory (Participants) | $69,979 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,359 |
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 | $74,849 | $46,423+61.2% | $75,886-1.4% | $67,579+10.8% |
| Participation rate | 65.6% | 63.1%+2.5pp | 69.3%-3.7pp | 71.3%-5.7pp |
| Annual return | 22.63% | 32.29%-9.7pp | 30.76%-8.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,135 | $1,406-19.3% | $2,500-54.6% | $2,148-47.2% |
| Participant deferral / active EE | $3,054 | $2,564+19.1% | $3,603-15.2% | $3,539-13.7% |
| Admin fee / account holder | $293 | $132+122.1% | $5,418-94.6% | $142+105.7% |