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.4 years Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 2ND AVE · SEATTLE, WA 98104 | Advisory (Plan) | $84,262 |
PAI2 years Service code 13 1201 ENTERPRISE DR. SUITE D · DE PERE, WI 54115 | Contract Administrator | $6,570 |
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 | $25,307 | $42,901-41.0% | $91,220-72.3% | $64,808-61.0% |
| Participation rate | 80.7% | 68.1%+12.5pp | 73.2%+7.5pp | 71.5%+9.2pp |
| Annual return | -17.71% | -13.53%-4.2pp | 114.01%-131.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $3,007 | $1,571+91.5% | $2,850+5.5% | $2,506+20.0% |
| Participant deferral / active EE | $7,995 | $3,501+128.4% | $4,234+88.9% | $4,310+85.5% |
| Admin fee / account holder | $106 | $131-18.8% | $5,420-98.0% | $188-43.3% |