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 16 · EIN 27-0846572 | Consulting | $30,997 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $21,795 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $829 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,094 | $81,248+264.4% | $155,509+90.4% | $80,856+266.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -0.10% | 33.31%-33.4pp | 64.67%-64.8pp | 35.59%-35.7pp |
| Employer contribution / active EE | $32,829 | $3,100+958.9% | $4,672+602.6% | $2,755+1091.7% |
| Participant deferral / active EE | $18,574 | $3,452+438.1% | $5,626+230.1% | $4,296+332.4% |
| Admin fee / account holder | $419 | $7,997-94.8% | $15,912-97.4% | $6,918-93.9% |