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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB INSTITUTIONAL Service code 28 · EIN 94-3106735 | Investment Management | $9,417 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Claims processing; Participant loan p... | $5,022 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,611 | $56,629-76.0% | $77,999-82.6% | $55,167-75.3% |
| Participation rate | 75.5% | 73.3%+2.2pp | 75.5%-0.1pp | 69.0%+6.5pp |
| Annual return | 3.38% | 2866.98%-2863.6pp | 425.96%-422.6pp | 169.23%-165.8pp |
| Employer contribution / active EE | $284 | $1,723-83.5% | $2,470-88.5% | $1,963-85.5% |
| Participant deferral / active EE | $1,430 | $2,777-48.5% | $3,497-59.1% | $3,054-53.2% |
| Admin fee / account holder | $61 | $467-86.9% | $5,480-98.9% | $504-87.8% |