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 |
|---|---|---|
LPL FINANCIAL3 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $47,487 |
Service code 12 · EIN 47-0098400 | Participant loan processing; Direct p... | $15,341 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,810 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,211 | $96,484-41.7% | $156,263-64.0% | $74,304-24.3% |
| Participation rate | 97.4% | 67.7%+29.7pp | 78.9%+18.5pp | 60.3%+37.0pp |
| Annual return | 11.08% | 17.73%-6.6pp | 59.47%-48.4pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,793 | $4,286-34.8% | $6,158-54.7% | $3,767-25.9% |
| Admin fee / account holder | $382 | $3,728-89.7% | $14,255-97.3% | $2,969-87.1% |