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: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 2360 CORPORATE CIRCLE STE 400 · HENDERSON, NV 89074 | Securities Custodian | $427,812 |
UNITED ACTUARIAL SERVCIES3 years Filed as: UNITED ACTUARIAL Service code 11 · EIN 35-2156428 11590 NORTH MERIDIAN ST., STE 610 · CARMEL, IN 46032 | Actuarial | $46,200 |
PARAMOUNT CONSULTING8+ years Service code 14 5235 ASHFORD RD. · DUBLIN, OH 43017 | Plan Administrator | $36,373 |
PILE CPAS8+ years Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, STE. 1200 · INDIANAPOLIS, IN 46204 | Accounting | $22,200 |
ALATEK3 years Filed as: ALATEK, LLC Service code 99 · EIN 62-1782185 P.O. BOX 834 · CROSSVILLE, TN 38557 | Other Fees | $6,675 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.1%-16.1pp | 2.3%-2.3pp |
| Annual return | -4.80% | 7.85%-12.7pp | 9.36%-14.2pp | 37.74%-42.5pp |
| Employer contribution / active EE | $6,156 | $16,947-63.7% | $31,270-80.3% | $15,781-61.0% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |