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 15 · EIN 36-4389114 | Recordkeeping | $13,519 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,692 | $50,815+31.2% | $155,509-57.1% | $77,643-14.1% |
| Participation rate | 33.9% | 63.1%-29.2pp | 78.2%-44.3pp | 70.6%-36.7pp |
| Annual return | 15.30% | 34.80%-19.5pp | 64.67%-49.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $358 | $1,993-82.0% | $4,672-92.3% | $2,726-86.9% |
| Participant deferral / active EE | $1,736 | $2,822-38.5% | $5,626-69.2% | $4,647-62.7% |
| Admin fee / account holder | $76 | $437-82.5% | $15,912-99.5% | $430-82.3% |