See peer percentile detail. $4.99 for your first month.
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See the 8-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.1+ years Service code 28 · EIN 94-1737782 | Investment Management | $89 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,660 | $60,545-82.4% | $92,233-88.4% | $69,631-84.7% |
| Participation rate | 25.2% | 72.2%-47.0pp | 76.5%-51.3pp | 70.7%-45.5pp |
| Annual return | 0.00% | 19.71%-19.7pp | 176.28%-176.3pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $993 | $2,633-62.3% | $3,679-73.0% | $2,032-51.2% |
| Participant deferral / active EE | $1,748 | $2,828-38.2% | $3,897-55.2% | $3,224-45.8% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |