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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $719 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 15 · EIN 84-0467907 | Recordkeeping | $401 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $219,281 | $89,652+144.6% | $141,162+55.3% | $65,185+236.4% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.5%+5.5pp | 70.2%+17.8pp |
| Annual return | 30.43% | 32.79%-2.4pp | 71.39%-41.0pp | 29.38%+1.1pp |
| Employer contribution / active EE | $2,237 | $3,065-27.0% | $4,735-52.8% | $2,177+2.8% |
| Participant deferral / active EE | $8,793 | $5,691+54.5% | $6,709+31.1% | $3,514+150.3% |
| Admin fee / account holder | $7 | $569-98.8% | $10,261-99.9% | $847-99.2% |