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 | $46,339 |
CHARLES SCHWAB & CO., INC.4 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 | $62,084 | $62,127-0.1% | $81,382-23.7% | $74,495-16.7% |
| Participation rate | 70.5% | 64.0%+6.4pp | 69.5%+1.0pp | 67.2%+3.3pp |
| Annual return | 14.75% | 16.48%-1.7pp | 24.73%-10.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,770 | $1,882+47.1% | $2,463+12.5% | $2,623+5.6% |
| Participant deferral / active EE | $3,388 | $3,229+4.9% | $3,883-12.7% | $4,346-22.0% |
| Admin fee / account holder | $297 | $1,934-84.6% | $5,768-94.9% | $1,942-84.7% |