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 16-1459052 | Recordkeeping | $28,253 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,005 |
ALTA TRUST1 year Filed as: ALTA TRUST COMPANY Service code 27 · EIN 26-1505234 | Advisory (Plan) | $6,651 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,614 | $79,171+25.8% | $102,423-2.7% | $74,495+33.7% |
| Participation rate | 96.6% | 74.8%+21.8pp | 76.5%+20.1pp | 67.2%+29.4pp |
| Annual return | 15.15% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,251 | $2,362-4.7% | $3,023-25.5% | $2,623-14.2% |
| Participant deferral / active EE | $3,534 | $4,415-20.0% | $5,053-30.1% | $4,346-18.7% |
| Admin fee / account holder | $140 | $2,001-93.0% | $9,451-98.5% | $1,942-92.8% |