Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 13 · EIN 56-2263714 | Contract Administrator | $58,386 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $23,545 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,555 | $88,982+84.9% | $102,438+60.6% | $77,671+111.9% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 8.57% | 25.01%-16.4pp | 29.37%-20.8pp | 31.21%-22.6pp |
| Employer contribution / active EE | $5,788 | $2,698+114.5% | $3,024+91.4% | $2,726+112.3% |
| Participant deferral / active EE | $3,383 | $5,144-34.2% | $5,054-33.1% | $4,648-27.2% |
| Admin fee / account holder | $155 | $236-34.0% | $9,448-98.4% | $430-63.9% |