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 9-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 12 · EIN 47-0098400 | Participant communication; Recordkeep... | $44,606 |
Service code 26 · EIN 82-3258348 | Advisory (Participants) | $36,731 |
Service code 10 · EIN 76-0448495 | Accounting | $13,983 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,579 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,580 | $44,626-0.1% | $86,188-48.3% | $80,160-44.4% |
| Participation rate | 16.7% | 63.5%-46.9pp | 69.0%-52.3pp | 72.9%-56.3pp |
| Annual return | 13.90% | 19.61%-5.7pp | 1168.45%-1154.5pp | 40.38%-26.5pp |
| Employer contribution / active EE | $77 | $1,099-93.0% | $2,380-96.8% | $2,978-97.4% |
| Participant deferral / active EE | $417 | $2,769-84.9% | $3,985-89.5% | $5,017-91.7% |
| Admin fee / account holder | $282 | $133+111.8% | $6,852-95.9% | $145+94.6% |