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: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $2,786 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,386 | $37,393-58.9% | $77,024-80.0% | $66,914-77.0% |
| Participation rate | 55.7% | 52.9%+2.9pp | 67.9%-12.2pp | 69.8%-14.1pp |
| Annual return | -16.43% | -3.29%-13.1pp | 42.32%-58.7pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,198 | $1,531-21.8% | $2,812-57.4% | $2,544-52.9% |
| Participant deferral / active EE | $2,053 | $2,617-21.6% | $4,426-53.6% | $4,237-51.6% |
| Admin fee / account holder | $13 | $567-97.6% | $5,425-99.8% | $593-97.7% |