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 |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES INC Service code 13 · EIN 85-3986400 | Contract Administrator | $59,488 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
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 | $102,924 | $185,342-44.5% | $111,297-7.5% | $86,799+18.6% |
| Participation rate | 85.5% | 81.0%+4.5pp | 77.3%+8.2pp | 72.3%+13.2pp |
| Annual return | 18.10% | 500.80%-482.7pp | 54.65%-36.6pp | 97.91%-79.8pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $13,148 | $4,458+194.9% | $4,487+193.0% | $4,131+218.3% |
| Admin fee / account holder | $61 | $255-76.2% | $7,964-99.2% | $170-64.2% |