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 17 PO BOX 7012 · PASADENA, CA 91109 | Pension Consulting | $58,037 |
Service code 12 · EIN 84-1477138 | Direct payment from the plan; Recordk... | $45,222 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 211 MAIN STREET 14TH FLOOR · SAN FRANCISCO, CA 94105 | Investment management; Trustee (bank,... | $9,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,576 | $22,291+32.7% | $69,182-57.2% | $63,975-53.8% |
| Participation rate | 11.8% | 35.3%-23.5pp | 55.1%-43.3pp | 71.1%-59.3pp |
| Annual return | 5.49% | 9.30%-3.8pp | -21.93%+27.4pp | 48.65%-43.2pp |
| Employer contribution / active EE | $156 | $325-52.0% | $1,206-87.0% | $2,182-92.8% |
| Participant deferral / active EE | $307 | $808-62.0% | $1,897-83.8% | $3,356-90.9% |
| Admin fee / account holder | $295 | $73+304.1% | $2,697-89.1% | $70+318.9% |