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 |
|---|---|---|
GUARDIAN CAPITAL ADVISORS LLC1+ years Service code 26 · EIN 27-0418251 3948 BROWNING PLACE, STE 200 · RALEIGH, NC 27609 | Advisory (Participants) | $21,990 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,202 | $57,103-43.6% | $87,507-63.2% | $57,658-44.2% |
| Participation rate | 89.7% | 64.3%+25.3pp | 73.8%+15.8pp | 70.2%+19.5pp |
| Annual return | -1.64% | 12.71%-14.3pp | 12.21%-13.8pp | 5.13%-6.8pp |
| Employer contribution / active EE | $904 | $1,107-18.3% | $2,550-64.5% | $1,974-54.2% |
| Participant deferral / active EE | $2,344 | $2,250+4.2% | $3,149-25.6% | $3,061-23.4% |
| Admin fee / account holder | $93 | $281-67.0% | $4,221-97.8% | $95-1.9% |