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 |
|---|---|---|
Service code 26 · EIN 27-4418309 | Advisory (Participants) | $25,986 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Account maintenance f... | $18,781 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,230 | $79,013+12.9% | $100,391-11.1% | $74,495+19.8% |
| Participation rate | 87.7% | 79.5%+8.2pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 12.58% | 20.41%-7.8pp | 49.20%-36.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,599 | $3,021-47.1% | $3,942-59.4% | $2,623-39.1% |
| Participant deferral / active EE | $4,718 | $7,760-39.2% | $8,082-41.6% | $4,346+8.6% |
| Admin fee / account holder | $361 | $1,320-72.6% | $7,899-95.4% | $1,942-81.4% |