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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,548 | $58,879-27.7% | $178,490-76.2% | $73,488-42.1% |
| Participation rate | 16.6% | 66.2%-49.6pp | 81.9%-65.3pp | 70.7%-54.1pp |
| Annual return | 17.31% | 24.86%-7.5pp | 151.07%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $433 | $2,567-83.1% | $5,202-91.7% | $3,740-88.4% |
| Admin fee / account holder | $0 | $400-99.9% | $13,984-100.0% | $513-99.9% |