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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET · SEATTLE, WA 98104 | Advisory (Plan) | $9,634 |
PAI1+ years Service code 13 1300 ENTERPRISE DRIVE · DE PERE, WI 54115 | Contract Administrator | $7,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,152 | $36,700-77.8% | $171,082-95.2% | $63,975-87.3% |
| Participation rate | 19.9% | 61.5%-41.7pp | 76.7%-56.8pp | 71.1%-51.3pp |
| Annual return | 22.91% | 12.80%+10.1pp | 32.56%-9.6pp | 48.65%-25.7pp |
| Employer contribution / active EE | $371 | $1,210-69.3% | $4,002-90.7% | $2,182-83.0% |
| Participant deferral / active EE | $664 | $2,696-75.4% | $4,797-86.2% | $3,356-80.2% |
| Admin fee / account holder | $32 | $68-53.3% | $8,520-99.6% | $70-55.3% |