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 8-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 15 · EIN 16-1450952 | Recordkeeping | $32,396 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,892 | $65,435-94.1% | $86,677-95.5% | $66,914-94.2% |
| Participation rate | 96.8% | 75.5%+21.4pp | 76.6%+20.3pp | 69.8%+27.0pp |
| Annual return | -12.76% | -10.89%-1.9pp | 35.91%-48.7pp | 1.58%-14.3pp |
| Employer contribution / active EE | $754 | $2,153-65.0% | $2,836-73.4% | $2,544-70.4% |
| Participant deferral / active EE | $463 | $4,100-88.7% | $4,656-90.0% | $4,237-89.1% |
| Admin fee / account holder | $133 | $642-79.2% | $7,493-98.2% | $593-77.5% |