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 |
|---|---|---|
AFS ADVISORS, LLC4+ years Filed as: AFS ADVISORS LLC Service code 28 · EIN 27-4398433 | Investment Management | $16,500 |
WINDHAM BRANNON4+ years Filed as: WINDHAM BRANNON PC Service code 28 · EIN 58-1763439 | Investment Management | $14,000 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,990 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,955 | $65,223+5.7% | $80,019-13.8% | $55,725+23.7% |
| Participation rate | 65.7% | 80.6%-14.8pp | 75.8%-10.1pp | 70.9%-5.1pp |
| Annual return | -4.72% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,355 | $2,544-46.7% | $2,468-45.1% | $2,078-34.8% |
| Participant deferral / active EE | $2,021 | $3,881-47.9% | $3,686-45.2% | $3,356-39.8% |
| Admin fee / account holder | $57 | $114-50.2% | $6,521-99.1% | $115-50.6% |