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, LLC7 years Service code 27 · EIN 45-2495320 | Advisory (Plan) | $67,578 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,608 |
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 | $104,124 | $80,724+29.0% | $103,333+0.8% | $74,495+39.8% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.2pp |
| Annual return | 11.38% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $2,949 | $3,157-6.6% | $3,868-23.8% | $2,623+12.4% |
| Participant deferral / active EE | $5,424 | $3,860+40.5% | $5,057+7.2% | $4,346+24.8% |
| Admin fee / account holder | $478 | $2,368-79.8% | $8,355-94.3% | $1,942-75.4% |