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 |
|---|---|---|
BELL BANK7 years Service code 15 · EIN 45-0283315 | Recordkeeping | $21,684 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,025 | $95,918+19.9% | $151,611-24.1% | $77,904+47.6% |
| Participation rate | 86.1% | 88.7%-2.6pp | 87.5%-1.3pp | 73.7%+12.5pp |
| Annual return | -14.67% | -5.50%-9.2pp | 3.33%-18.0pp | 12.21%-26.9pp |
| Employer contribution / active EE | $1,791 | $4,330-58.6% | $6,166-70.9% | $2,848-37.1% |
| Participant deferral / active EE | $7,538 | $7,508+0.4% | $8,363-9.9% | $4,806+56.8% |
| Admin fee / account holder | $11 | $93-88.1% | $11,616-99.9% | $133-91.6% |