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 15 · EIN 16-1450952 | Recordkeeping | $39,979 |
ENTERPRISE BANK & TRUST1 year Service code 27 · EIN 43-1706259 | Advisory (Plan) | $28,856 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,937 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $102,903 | $99,957+2.9% | $149,696-31.3% | $73,488+40.0% |
| Participation rate | 96.7% | 75.7%+21.0pp | 82.5%+14.2pp | 70.7%+26.0pp |
| Annual return | 15.80% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.7pp |
| Employer contribution / active EE | $727 | $3,191-77.2% | $4,644-84.4% | $2,270-68.0% |
| Participant deferral / active EE | $6,877 | $6,073+13.2% | $6,842+0.5% | $3,740+83.9% |
| Admin fee / account holder | $398 | $551-27.7% | $9,309-95.7% | $513-22.4% |