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 | $40,781 |
CHARLES SCHWAB & CO., INC.3 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.)
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 | $65,886 | $76,670-14.1% | $96,683-31.9% | $71,457-7.8% |
| Participation rate | 86.2% | 66.6%+19.6pp | 74.3%+11.9pp | 67.9%+18.3pp |
| Annual return | 18.58% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $731 | $3,031-75.9% | $3,737-80.4% | $2,588-71.8% |
| Participant deferral / active EE | $3,899 | $3,771+3.4% | $4,878-20.1% | $4,289-9.1% |
| Admin fee / account holder | $322 | $2,028-84.1% | $6,730-95.2% | $1,587-79.7% |