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 |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 10 · EIN 95-2887986 | Accounting | $36,806 |
MORGANSTERN WAXMAN ELLERSHAW2+ years Service code 10 · EIN 22-1977437 | Accounting | $8,045 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $5,002 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,239 | $51,466+81.2% | $78,778+18.4% | $62,292+49.7% |
| Participation rate | 56.0% | 59.8%-3.8pp | 69.2%-13.2pp | 69.5%-13.5pp |
| Annual return | 13.89% | 19.96%-6.1pp | 35.62%-21.7pp | 28.90%-15.0pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,754 | $2,147+28.2% | $2,958-6.9% | $3,169-13.1% |
| Admin fee / account holder | $557 | $489+13.9% | $5,134-89.1% | $479+16.3% |