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 | Participant communication; Recordkeep... | $58,251 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $3 |
NATIONAL FINANCIAL SERVICES9+ 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 | $69,173 | $83,884-17.5% | $64,056+8.0% | $74,419-7.0% |
| Participation rate | 95.1% | 76.6%+18.5pp | 72.3%+22.8pp | 70.7%+24.4pp |
| Annual return | 17.94% | 16.57%+1.4pp | 33.69%-15.7pp | 34.38%-16.4pp |
| Employer contribution / active EE | $4,664 | $3,084+51.3% | $2,747+69.8% | $2,637+76.8% |
| Participant deferral / active EE | $6,016 | $3,692+63.0% | $3,880+55.0% | $4,528+32.9% |
| Admin fee / account holder | $101 | $196-48.2% | $3,068-96.7% | $348-70.8% |