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 BENEFITS5 years Service code 15 · EIN 94-2326862 | Recordkeeping | $259,704 |
ASCENSUS LLC4 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 28 · EIN 27-1799818 | Investment Management | $35,879 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB Service code 28 · EIN 82-3967259 | Investment Management | $20,217 |
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 | $8,136 | $40,278-79.8% | $80,569-89.9% | $80,160-89.9% |
| Participation rate | 76.2% | 47.5%+28.7pp | 67.0%+9.2pp | 72.9%+3.3pp |
| Annual return | 25.77% | 50.86%-25.1pp | 935.43%-909.7pp | 40.38%-14.6pp |
| Employer contribution / active EE | $452 | $1,332-66.1% | $2,723-83.4% | $2,978-84.8% |
| Participant deferral / active EE | $4,837 | $2,696+79.4% | $4,447+8.8% | $5,017-3.6% |
| Admin fee / account holder | $112 | $210-47.0% | $5,377-97.9% | $145-23.0% |