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 7-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 |
|---|---|---|
PRIMARK BENEFITS4 years Service code 15 · EIN 94-2326862 | Recordkeeping | $174,707 |
ASCENSUS LLC3 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 · EIN 27-1799818 | Investment Management | $24,079 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 28 · EIN 82-3967259 | Investment Management | $8,323 |
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,673 | $37,317-87.5% | $77,024-93.9% | $77,904-94.0% |
| Participation rate | 72.1% | 46.9%+25.3pp | 67.9%+4.2pp | 73.7%-1.5pp |
| Annual return | -17.63% | -5.88%-11.7pp | 42.32%-59.9pp | 12.21%-29.8pp |
| Employer contribution / active EE | $121 | $1,218-90.1% | $2,812-95.7% | $2,848-95.7% |
| Participant deferral / active EE | $3,004 | $2,564+17.2% | $4,426-32.1% | $4,806-37.5% |
| Admin fee / account holder | $68 | $126-46.0% | $5,425-98.7% | $133-48.8% |