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.3+ years Filed as: MARK A SCHWAB & ASSOCIATES, INC. Service code 15 · EIN 65-0246872 | Recordkeeping | $4,475 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,994 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,598 | $46,100-38.0% | $86,590-67.0% | $69,631-58.9% |
| Participation rate | 66.1% | 67.2%-1.1pp | 73.5%-7.5pp | 70.7%-4.6pp |
| Annual return | 14.20% | 21.02%-6.8pp | 964.84%-950.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,436 | $1,850-22.4% | $2,839-49.4% | $2,032-29.3% |
| Participant deferral / active EE | $1,976 | $2,432-18.7% | $3,609-45.2% | $3,224-38.7% |
| Admin fee / account holder | $64 | $94-31.5% | $4,906-98.7% | $110-41.8% |