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: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $3,629 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $1,384 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,406 | $43,504-2.5% | $68,793-38.4% | $56,287-24.7% |
| Participation rate | 97.3% | 67.8%+29.5pp | 72.2%+25.1pp | 69.9%+27.5pp |
| Annual return | -4.96% | -3.15%-1.8pp | -4.63%-0.3pp | -9.96%+5.0pp |
| Employer contribution / active EE | $267 | $1,525-82.5% | $2,625-89.8% | $2,111-87.3% |
| Participant deferral / active EE | $2,957 | $2,509+17.9% | $3,311-10.7% | $3,350-11.7% |
| Admin fee / account holder | $12 | $515-97.7% | $5,131-99.8% | $521-97.8% |