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 |
|---|---|---|
WATKINS ROSS6 years Service code 33 · EIN 38-1477362 200 OTTAWA AVE NW · GRAND RAPIDS, MI 49503 | Participant loan processing; Recordke... | $61,429 |
Service code 33 570 LEXINGTON AVE · NEW YORK, NY 10022 | Securities brokerage; Direct payment ... | $57,621 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB BANK Service code 33 · EIN 16-1450952 150 STATE STREET · ROCHESTER, NY 14614 | Securities brokerage; Direct payment ... | $0 |
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 | $46,470 | $111,491-58.3% | $189,513-75.5% | $86,799-46.5% |
| Participation rate | 92.9% | 87.3%+5.6pp | 87.8%+5.1pp | 72.3%+20.7pp |
| Annual return | 24.62% | 83.50%-58.9pp | 555.15%-530.5pp | 97.91%-73.3pp |
| Employer contribution / active EE | $5,404 | $3,951+36.8% | $6,162-12.3% | $2,405+124.7% |
| Participant deferral / active EE | $5,215 | $6,437-19.0% | $8,221-36.6% | $4,131+26.2% |
| Admin fee / account holder | $211 | $189+11.6% | $12,045-98.3% | $170+24.2% |