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 |
|---|---|---|
WINDHAM BRANNON10+ years Filed as: WINDHAM BRANNON PC Service code 10 · EIN 58-1763439 | Accounting | $16,000 |
AFS ADVISORS, LLC10+ years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $15,000 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,809 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $92,055-20.8% | $106,213-31.4% | $77,643-6.1% |
| Participation rate | 46.2% | 81.0%-34.8pp | 75.3%-29.1pp | 70.6%-24.3pp |
| Annual return | 11.58% | 17.91%-6.3pp | 116.14%-104.6pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,867 | $3,367-44.5% | $3,171-41.1% | $2,726-31.5% |
| Participant deferral / active EE | $3,042 | $5,386-43.5% | $5,016-39.3% | $4,647-34.5% |
| Admin fee / account holder | $144 | $219-34.4% | $11,033-98.7% | $430-66.6% |