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 |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS CONSULTING Service code 13 · EIN 11-3665754 | Contract Administrator | $22,605 |
CORNERSTONE CPA GROUP6+ years Filed as: CORNERSTONE CPA GROUP LLP Service code 10 · EIN 47-1854716 | Accounting | $20,769 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9,289 |
LAKE CITY BANK6+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $8,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,318 | $62,132+85.6% | $185,823-37.9% | $73,488+56.9% |
| Participation rate | 68.8% | 67.8%+1.0pp | 78.0%-9.2pp | 70.7%-1.8pp |
| Annual return | 16.89% | 20.44%-3.5pp | 35.95%-19.1pp | 28.51%-11.6pp |
| Employer contribution / active EE | $1,650 | $1,681-1.9% | $4,087-59.6% | $2,270-27.3% |
| Participant deferral / active EE | $2,530 | $3,711-31.8% | $5,632-55.1% | $3,740-32.3% |
| Admin fee / account holder | $494 | $419+18.1% | $9,500-94.8% | $513-3.6% |