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 |
|---|---|---|
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $26,522 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $169 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,440 | $49,915+564.0% | $154,803+114.1% | $74,304+346.1% |
| Participation rate | 98.4% | 54.0%+44.5pp | 78.1%+20.4pp | 60.3%+38.1pp |
| Annual return | 17.73% | 34.06%-16.3pp | 58.88%-41.2pp | 29.43%-11.7pp |
| Employer contribution / active EE | $10,245 | $1,611+535.9% | $4,305+138.0% | $2,241+357.1% |
| Participant deferral / active EE | $8,523 | $2,255+278.0% | $5,540+53.8% | $3,767+126.2% |
| Admin fee / account holder | $188 | $2,189-91.4% | $14,329-98.7% | $2,969-93.7% |