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 |
|---|---|---|
ADVISORY ALPHA, LLC1 year Filed as: ADVISORY ALPHA Service code 27 · EIN 45-2495320 | Advisory (Plan) | $60,065 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,320 | $64,119+26.8% | $112,228-27.5% | $66,914+21.5% |
| Participation rate | 97.6% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.8pp |
| Annual return | -15.76% | -13.81%-2.0pp | 27.45%-43.2pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,850 | $3,005-5.2% | $3,635-21.6% | $2,544+12.0% |
| Participant deferral / active EE | $5,401 | $3,693+46.3% | $4,728+14.2% | $4,237+27.5% |
| Admin fee / account holder | $413 | $625-34.0% | $6,410-93.6% | $593-30.4% |