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 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $102,610 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $151 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,030 | $91,372+11.7% | $129,995-21.5% | $74,419+37.1% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.8pp |
| Annual return | 19.43% | 23.21%-3.8pp | -137.18%+156.6pp | 34.38%-15.0pp |
| Employer contribution / active EE | $2,699 | $2,563+5.3% | $4,320-37.5% | $2,637+2.3% |
| Participant deferral / active EE | $9,417 | $4,721+99.5% | $5,820+61.8% | $4,528+108.0% |
| Admin fee / account holder | $172 | $283-39.5% | $10,614-98.4% | $348-50.7% |