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 15 · EIN 16-1450952 | Recordkeeping | $6,556 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,368 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $1,232 |
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 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 | $44,550 | $52,293-14.8% | $178,490-75.0% | $73,409-39.3% |
| Participation rate | 76.7% | 65.3%+11.4pp | 81.9%-5.2pp | 72.2%+4.6pp |
| Annual return | 115.96% | 34.75%+81.2pp | 151.07%-35.1pp | 59.29%+56.7pp |
| Employer contribution / active EE | $2,065 | $1,735+19.0% | $5,011-58.8% | $2,234-7.6% |
| Participant deferral / active EE | $4,237 | $2,332+81.7% | $5,202-18.5% | $3,805+11.4% |
| Admin fee / account holder | $13 | $127-89.6% | $13,984-99.9% | $158-91.6% |