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 | $35,156 |
HAWTHORNE FINANCIAL, LLC2 years Service code 27 8025 BONHOMME AVENUE STE 100 · CLAYTON, MO 63105 | Advisory (Plan) | $22,844 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,615 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,469 | $91,407+6.6% | $135,903-28.3% | $71,457+36.4% |
| Participation rate | 97.2% | 75.7%+21.6pp | 81.9%+15.3pp | 67.9%+29.3pp |
| Annual return | 20.47% | 29.90%-9.4pp | 68.23%-47.8pp | 28.85%-8.4pp |
| Employer contribution / active EE | $5,032 | $3,703+35.9% | $4,856+3.6% | $2,588+94.5% |
| Participant deferral / active EE | $8,974 | $7,092+26.5% | $7,758+15.7% | $4,289+109.3% |
| Admin fee / account holder | $269 | $1,266-78.8% | $10,762-97.5% | $1,587-83.1% |