See peer percentile detail. $4.99 for your first month.
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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 12 · EIN 13-3689044 | Finders' fees / placement fees; Parti... | $133,448 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,393 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,315 | $35,463+56.0% | $69,182-20.0% | $329,111-83.2% |
| Participation rate | 8.7% | 34.6%-25.9pp | 55.1%-46.4pp | 67.9%-59.1pp |
| Annual return | 8.23% | 7.72%+0.5pp | -21.93%+30.2pp | 16.35%-8.1pp |
| Employer contribution / active EE | $223 | $449-50.3% | $1,206-81.5% | $2,303-90.3% |
| Participant deferral / active EE | $444 | $1,018-56.4% | $1,897-76.6% | $3,682-88.0% |
| Admin fee / account holder | $101 | $64+57.6% | $2,697-96.2% | $754-86.5% |