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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,366 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $250 |
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 | $199,007 | $99,957+99.1% | $149,696+32.9% | $73,488+170.8% |
| Participation rate | 86.9% | 75.7%+11.2pp | 82.5%+4.4pp | 70.7%+16.2pp |
| Annual return | 14.79% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $1,918 | $3,191-39.9% | $4,644-58.7% | $2,270-15.5% |
| Participant deferral / active EE | $10,515 | $6,073+73.2% | $6,842+53.7% | $3,740+181.2% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.2% |