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: SFG Service code 50 | Direct Payment | $26,689 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 59 | Shareholder Servicing | $0 |
Filed as: PLAN DESIGN CONSULTANTS Service code 70 · EIN 94-2936206 | Consulting Fees | $0 |
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 | $25,640 | $55,449-53.8% | $83,848-69.4% | $56,287-54.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -6.18% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,808 | $2,430+15.6% | $3,631-22.7% | $2,111+33.0% |
| Participant deferral / active EE | $6,287 | $2,935+114.2% | $4,082+54.0% | $3,350+87.7% |
| Admin fee / account holder | $129 | $656-80.3% | $5,478-97.6% | $521-75.2% |