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 9-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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $50,052 |
RMR WEALTH BUILDERS INC1 year Filed as: RMR WEALTH BUILDERS, INC Service code 27 · EIN 11-2812983 | Advisory (Plan) | $32,599 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,865 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,811 | $55,331-49.7% | $81,812-66.0% | $199,593-86.1% |
| Participation rate | 37.0% | 62.5%-25.5pp | 72.3%-35.3pp | 72.0%-34.9pp |
| Annual return | 16.72% | 19.59%-2.9pp | 773.79%-757.1pp | 34.25%-17.5pp |
| Employer contribution / active EE | $932 | $2,101-55.7% | $2,912-68.0% | $3,034-69.3% |
| Participant deferral / active EE | $2,760 | $3,283-15.9% | $4,319-36.1% | $5,087-45.7% |
| Admin fee / account holder | $118 | $346-65.9% | $7,386-98.4% | $269-56.1% |