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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $55,407 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $7 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,252 | $79,124-25.1% | $60,874-2.7% | $64,808-8.6% |
| Participation rate | 90.1% | 77.7%+12.4pp | 73.1%+17.0pp | 71.5%+18.7pp |
| Annual return | -13.45% | -7.13%-6.3pp | 16.90%-30.3pp | 32.82%-46.3pp |
| Employer contribution / active EE | $4,280 | $3,050+40.3% | $2,701+58.4% | $2,506+70.8% |
| Participant deferral / active EE | $5,874 | $3,725+57.7% | $3,817+53.9% | $4,310+36.3% |
| Admin fee / account holder | $102 | $106-3.1% | $3,224-96.8% | $188-45.5% |