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 |
|---|---|---|
CERITY PARTNERS7 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $63,253 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $22,590 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Investmen... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,658 | $31,741+50.1% | $56,411-15.5% | $199,593-76.1% |
| Participation rate | 12.0% | 32.3%-20.3pp | 52.5%-40.4pp | 72.0%-59.9pp |
| Annual return | 12.54% | 14.72%-2.2pp | 1701.33%-1688.8pp | 34.25%-21.7pp |
| Employer contribution / active EE | $215 | $508-57.6% | $1,039-79.3% | $3,034-92.9% |
| Participant deferral / active EE | $459 | $1,184-61.2% | $1,952-76.5% | $5,087-91.0% |
| Admin fee / account holder | $268 | $426-37.1% | $2,829-90.5% | $269-0.2% |