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 21 · EIN 39-0394950 | Bank Trustee | $37,335 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,328 | $138,347-23.9% | $184,203-42.8% | $80,856+30.3% |
| Participation rate | 69.6% | 83.9%-14.3pp | 86.8%-17.3pp | 67.6%+1.9pp |
| Annual return | 12.89% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,174 | $4,850-55.2% | $6,427-66.2% | $2,755-21.1% |
| Participant deferral / active EE | $5,027 | $7,071-28.9% | $9,131-44.9% | $4,296+17.0% |
| Admin fee / account holder | $424 | $10,483-96.0% | $13,901-96.9% | $6,918-93.9% |