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 8-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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $130,247 |
Service code 26 · EIN 26-1709559 | Advisory (Participants) | $34,991 |
Service code 27 · EIN 20-1409613 | Advisory (Plan) | $6,025 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,695 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $11,622 | $37,317-68.9% | $77,024-84.9% | $77,904-85.1% |
| Participation rate | 39.5% | 46.9%-7.4pp | 67.9%-28.4pp | 73.7%-34.2pp |
| Annual return | -12.17% | -5.88%-6.3pp | 42.32%-54.5pp | 12.21%-24.4pp |
| Employer contribution / active EE | $13 | $1,218-98.9% | $2,812-99.5% | $2,848-99.5% |
| Participant deferral / active EE | $1,452 | $2,564-43.4% | $4,426-67.2% | $4,806-69.8% |
| Admin fee / account holder | $166 | $126+31.8% | $5,425-96.9% | $133+25.0% |