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 LLC2+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Recordkeeping | $21,698 |
SYM FINANCIAL CORPORATION2+ years Filed as: SYM FINANCIAL Service code 26 · EIN 35-1550787 | Advisory (Participants) | $18,185 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities) | $1,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,115 | $36,916-75.3% | $156,549-94.2% | $57,658-84.2% |
| Participation rate | 63.5% | 63.4%0pp | 84.0%-20.5pp | 70.2%-6.8pp |
| Annual return | 10.72% | 12.38%-1.7pp | 32.23%-21.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $296 | $1,571-81.1% | $5,501-94.6% | $1,974-85.0% |
| Participant deferral / active EE | $998 | $1,926-48.2% | $4,871-79.5% | $3,061-67.4% |
| Admin fee / account holder | $103 | $82+25.0% | $13,027-99.2% | $95+9.1% |