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: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $1,899 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $600 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,168 | $73,102+270.9% | $123,544+119.5% | $56,287+381.8% |
| Participation rate | 93.2% | 74.3%+18.8pp | 82.3%+10.9pp | 69.9%+23.3pp |
| Annual return | -10.18% | 3.01%-13.2pp | 119.20%-129.4pp | -9.96%-0.2pp |
| Employer contribution / active EE | $10,565 | $2,977+254.9% | $4,628+128.3% | $2,111+400.5% |
| Participant deferral / active EE | $7,565 | $5,423+39.5% | $6,426+17.7% | $3,350+125.8% |
| Admin fee / account holder | $26 | $554-95.3% | $9,284-99.7% | $521-95.0% |