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 |
|---|---|---|
KB FINANCIAL PARTNERS, LLC3+ years Service code 26 · EIN 52-2220344 | Advisory (Participants) | $63,923 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,598 |
CHERNOFF DIAMOND & CO., LLC3+ years Service code 11 · EIN 11-2836994 | Actuarial | $2,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,763 | $80,753+39.6% | $136,294-17.3% | $62,292+81.0% |
| Participation rate | 89.2% | 73.5%+15.6pp | 81.9%+7.3pp | 69.5%+19.7pp |
| Annual return | 18.97% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,054 | $5,164+56.0% | $6,247+28.9% | $3,169+154.1% |
| Admin fee / account holder | $317 | $525-39.7% | $9,243-96.6% | $479-33.9% |