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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,500 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF ILLINOIS Service code 59 | Shareholder Servicing | $16,335 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $12,293 |
GOSLING & COMPANY1 year Service code 10 · EIN 42-1277818 | Accounting | $8,650 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $4,269 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,865 | $69,305-65.6% | $82,313-71.0% | $69,631-65.7% |
| Participation rate | 85.8% | 80.3%+5.6pp | 76.9%+8.9pp | 70.7%+15.2pp |
| Annual return | 16.72% | 21.47%-4.7pp | 25.88%-9.2pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $1,437 | $1,887-23.8% | $2,428-40.8% | $2,032-29.3% |
| Participant deferral / active EE | $1,419 | $3,568-60.2% | $3,706-61.7% | $3,224-56.0% |
| Admin fee / account holder | $139 | $97+43.3% | $5,608-97.5% | $110+26.1% |