See peer percentile detail. $4.99 for your first month.
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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 26 · EIN 35-1550787 | Advisory (Participants) | $28,931 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Participant loan processing; Other se... | $16,257 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,703 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,072 | $62,603+15.1% | $104,294-30.9% | $66,914+7.7% |
| Participation rate | 47.7% | 59.6%-11.9pp | 73.3%-25.5pp | 69.8%-22.1pp |
| Annual return | -13.61% | -14.70%+1.1pp | 24.61%-38.2pp | 1.58%-15.2pp |
| Employer contribution / active EE | $967 | $1,972-51.0% | $3,372-71.3% | $2,544-62.0% |
| Participant deferral / active EE | $1,357 | $2,853-52.4% | $4,625-70.7% | $4,237-68.0% |
| Admin fee / account holder | $394 | $656-39.9% | $7,339-94.6% | $593-33.6% |