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 |
|---|---|---|
PENSION ARCHITECTS ADVISORY GROUP3+ years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $61,177 |
Service code 12 · EIN 84-1477138 | Participant communication; Claims pro... | $40,771 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 18 · EIN 42-1558009 | Investment management; Float revenue;... | $7,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,431 | $25,165+36.8% | $73,545-53.2% | $77,958-55.8% |
| Participation rate | 11.1% | 36.6%-25.6pp | 54.9%-43.9pp | 71.6%-60.6pp |
| Annual return | 14.65% | 18.12%-3.5pp | -15.16%+29.8pp | 20.87%-6.2pp |
| Employer contribution / active EE | $162 | $395-59.1% | $1,219-86.7% | $2,310-93.0% |
| Participant deferral / active EE | $308 | $898-65.7% | $1,806-82.9% | $3,537-91.3% |
| Admin fee / account holder | $290 | $76+282.1% | $2,320-87.5% | $97+197.3% |