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 |
|---|---|---|
CARROLL CONSULTANTS, LTD1+ years Service code 13 · EIN 23-2784936 | Contract Administrator | $1,205 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,392 | $32,425+58.5% | $74,583-31.1% | $55,167-6.8% |
| Participation rate | 57.4% | 54.0%+3.4pp | 68.1%-10.7pp | 69.0%-11.6pp |
| Annual return | -0.86% | 10.63%-11.5pp | 20.47%-21.3pp | 169.23%-170.1pp |
| Employer contribution / active EE | $1,091 | $1,043+4.5% | $2,525-56.8% | $1,963-44.4% |
| Participant deferral / active EE | $2,590 | $1,995+29.8% | $3,458-25.1% | $3,054-15.2% |
| Admin fee / account holder | $8 | $748-98.9% | $4,138-99.8% | $504-98.4% |