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 |
|---|---|---|
EVERINGTON CONSULTING INC2 years Service code 15 · EIN 20-2554266 | Recordkeeping | $58,755 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB INVESTMENT Service code 33 · EIN 94-3106735 | Securities brokerage; Investment mana... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
WELLINGTON CONSULTING SERVICES, INC10+ years Service code 26 · EIN 54-1620949 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,351 | $80,731-29.0% | $103,374-44.5% | $74,546-23.1% |
| Participation rate | 30.6% | 65.7%-35.0pp | 74.5%-43.9pp | 67.2%-36.6pp |
| Annual return | 10.17% | 27.56%-17.4pp | 24.89%-14.7pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $1,554 | $3,158-50.8% | $3,869-59.8% | $2,624-40.8% |
| Participant deferral / active EE | $2,124 | $3,860-45.0% | $5,058-58.0% | $4,347-51.2% |
| Admin fee / account holder | $588 | $2,369-75.2% | $8,394-93.0% | $1,944-69.8% |