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 12 · EIN 13-3689044 | Direct payment from the plan; Recordk... | $87,537 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $86 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return 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 | $13,319 | $22,291-40.2% | $69,182-80.7% | $63,975-79.2% |
| Participation rate | 100.0% | 35.3%+64.7pp | 55.1%+44.9pp | 71.1%+28.9pp |
| Annual return | 5.95% | 9.30%-3.4pp | -21.93%+27.9pp | 48.65%-42.7pp |
| Employer contribution / active EE | $531 | $325+63.1% | $1,206-56.0% | $2,182-75.7% |
| Participant deferral / active EE | $1,400 | $808+73.3% | $1,897-26.2% | $3,356-58.3% |
| Admin fee / account holder | $30 | $73-58.6% | $2,697-98.9% | $70-57.0% |