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 | $17,152 |
CHARLES SCHWAB & CO., INC.4 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 | $6,784 | $79,171-91.4% | $102,423-93.4% | $74,495-90.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 11.19% | 54.93%-43.7pp | 29.32%-18.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $878 | $2,362-62.8% | $3,023-71.0% | $2,623-66.5% |
| Participant deferral / active EE | $518 | $4,415-88.3% | $5,053-89.7% | $4,346-88.1% |
| Admin fee / account holder | $104 | $2,001-94.8% | $9,451-98.9% | $1,942-94.6% |