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 |
|---|---|---|
BULLROCK CAPITAL8 years Service code 99 · EIN 81-4243054 | Other Fees | $28,860 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA AND ASSOCIATES INC. Service code 99 · EIN 34-1310124 | Other Fees | $6,029 |
Filed as: CBIZ BENEFITS AND INSURANCE SERVICE Service code 49 | Other Services | $4,994 |
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 | $74,152 | $60,323+22.9% | $81,812-9.4% | $74,495-0.5% |
| Participation rate | 90.2% | 62.9%+27.3pp | 72.3%+17.8pp | 67.2%+23.0pp |
| Annual return | 16.44% | 16.90%-0.5pp | 773.79%-757.3pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,095 | $2,620-58.2% | $2,912-62.4% | $2,623-58.2% |
| Participant deferral / active EE | $3,956 | $3,387+16.8% | $4,319-8.4% | $4,346-9.0% |
| Admin fee / account holder | $65 | $1,486-95.7% | $7,386-99.1% | $1,942-96.7% |