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 |
|---|---|---|
STEELE CAPITAL MANAGEMENT, INC.8+ years Service code 26 · EIN 42-1460565 | Advisory (Participants) | $9,921 |
REINMUND & COMPANY3 years Service code 10 · EIN 42-1142795 | Accounting | $7,012 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,596 | $84,487-38.9% | $125,339-58.8% | $66,914-22.9% |
| Participation rate | 8.6% | 76.4%-67.8pp | 82.4%-73.7pp | 69.8%-61.2pp |
| Annual return | -18.09% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $787 | $6,781-88.4% | $7,446-89.4% | $4,237-81.4% |
| Admin fee / account holder | $528 | $685-22.9% | $10,010-94.7% | $593-10.9% |