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 | $42,307 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,215 | $64,119+0.1% | $112,228-42.8% | $66,914-4.0% |
| Participation rate | 82.5% | 68.5%+14.1pp | 75.1%+7.5pp | 69.8%+12.7pp |
| Annual return | -20.98% | -13.81%-7.2pp | 27.45%-48.4pp | 1.58%-22.6pp |
| Employer contribution / active EE | $693 | $3,005-77.0% | $3,635-80.9% | $2,544-72.8% |
| Participant deferral / active EE | $3,983 | $3,693+7.9% | $4,728-15.8% | $4,237-6.0% |
| Admin fee / account holder | $395 | $625-36.8% | $6,410-93.8% | $593-33.4% |