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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $34,829 |
OAKSTREET WEALTH MANAGEMENT2 years Service code 26 · EIN 82-1589061 | Advisory (Participants) | $10,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Other fees; Custodial (other than sec... | $6,399 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
Service code 18 · EIN 94-1737782 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $41,987 | $106,236-60.5% | $112,228-62.6% | $64,808-35.2% |
| Participation rate | 32.1% | 71.7%-39.6pp | 75.1%-43.0pp | 71.5%-39.4pp |
| Annual return | -17.44% | -6.02%-11.4pp | 27.45%-44.9pp | 32.82%-50.3pp |
| Employer contribution / active EE | $546 | $3,166-82.7% | $3,635-85.0% | $2,506-78.2% |
| Participant deferral / active EE | $2,157 | $3,785-43.0% | $4,728-54.4% | $4,310-50.0% |
| Admin fee / account holder | $278 | $452-38.3% | $6,410-95.7% | $188+48.3% |