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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Other... | $25,099 |
Service code 27 · EIN 35-2569659 | Advisory (Plan) | $18,118 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,233 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,105 | $65,435-31.1% | $86,677-48.0% | $66,914-32.6% |
| Participation rate | 95.5% | 75.5%+20.1pp | 76.6%+19.0pp | 69.8%+25.7pp |
| Annual return | -18.31% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $985 | $2,153-54.3% | $2,836-65.3% | $2,544-61.3% |
| Participant deferral / active EE | $2,572 | $4,100-37.3% | $4,656-44.7% | $4,237-39.3% |
| Admin fee / account holder | $239 | $642-62.7% | $7,493-96.8% | $593-59.6% |