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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $35,964 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,981 | $51,447-55.3% | $104,607-78.0% | $73,409-68.7% |
| Participation rate | 70.4% | 68.2%+2.2pp | 74.1%-3.7pp | 72.2%-1.7pp |
| Annual return | 25.59% | 25.06%+0.5pp | 340.46%-314.9pp | 59.29%-33.7pp |
| Employer contribution / active EE | $2,390 | $1,441+65.9% | $2,681-10.8% | $2,234+7.0% |
| Participant deferral / active EE | $6,129 | $3,058+100.4% | $3,740+63.9% | $3,805+61.1% |
| Admin fee / account holder | $72 | $122-40.8% | $6,473-98.9% | $158-54.2% |