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 |
|---|---|---|
Service code 21 · EIN 39-0394950 | Bank Trustee | $58,648 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $54,208 | $61,272-11.5% | $149,673-63.8% | $71,457-24.1% |
| Participation rate | 88.3% | 62.5%+25.8pp | 78.8%+9.5pp | 67.9%+20.4pp |
| Annual return | 31.62% | 35.85%-4.2pp | 134.42%-102.8pp | 28.85%+2.8pp |
| Employer contribution / active EE | $2,217 | $2,378-6.8% | $4,818-54.0% | $2,588-14.3% |
| Participant deferral / active EE | $3,592 | $2,917+23.1% | $5,680-36.8% | $4,289-16.3% |
| Admin fee / account holder | $225 | $1,261-82.2% | $13,210-98.3% | $1,587-85.8% |