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, LLC6 years Service code 27 · EIN 45-2495320 | Advisory (Plan) | $59,511 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,304 |
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 | $85,441 | $76,670+11.4% | $96,683-11.6% | $71,457+19.6% |
| Participation rate | 98.4% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.5pp |
| Annual return | 15.45% | 48.29%-32.8pp | 35.69%-20.2pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,733 | $3,031-9.8% | $3,737-26.9% | $2,588+5.6% |
| Participant deferral / active EE | $5,068 | $3,771+34.4% | $4,878+3.9% | $4,289+18.2% |
| Admin fee / account holder | $391 | $2,028-80.7% | $6,730-94.2% | $1,587-75.4% |