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 13 · EIN 31-1360674 | Contract Administrator | $5,912 |
CHARLES SCHWAB & CO., INC.2 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.
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 | $55,402 | $63,299-12.5% | $91,001-39.1% | $62,292-11.1% |
| Participation rate | 49.2% | 73.3%-24.1pp | 75.6%-26.4pp | 69.5%-20.3pp |
| Annual return | 14.27% | 20.99%-6.7pp | 4.60%+9.7pp | 28.90%-14.6pp |
| Employer contribution / active EE | $462 | $1,807-74.4% | $2,456-81.2% | $2,042-77.4% |
| Participant deferral / active EE | $1,686 | $2,943-42.7% | $3,547-52.5% | $3,169-46.8% |
| Admin fee / account holder | $11 | $468-97.6% | $5,417-99.8% | $479-97.7% |