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 13 · EIN 31-1360674 | Contract Administrator | $418,415 |
Service code 27 · EIN 59-3766965 | Advisory (Plan) | $61,436 |
DEAN DORTON ALLEN FORD, PLLC2 years Filed as: DEAN DORTON ALLEN FORD PLLC Service code 10 · EIN 27-3858252 | Accounting | $19,100 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $1,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,478 | $52,224+40.7% | $88,946-17.4% | $102,872-28.6% |
| Participation rate | 62.7% | 40.8%+22.0pp | 68.8%-6.1pp | 73.0%-10.3pp |
| Annual return | 16.57% | 16.96%-0.4pp | 57.82%-41.2pp | 19.06%-2.5pp |
| Employer contribution / active EE | $1,641 | $1,241+32.2% | $2,555-35.8% | $3,526-53.5% |
| Participant deferral / active EE | $4,648 | $2,611+78.0% | $4,581+1.5% | $5,535-16.0% |
| Admin fee / account holder | $178 | $1,723-89.7% | $8,261-97.8% | $292-39.1% |