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 | $45,262 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $105,178 | $99,078+6.2% | $96,544+8.9% | $74,419+41.3% |
| Participation rate | 83.4% | 80.7%+2.8pp | 76.0%+7.5pp | 70.7%+12.7pp |
| Annual return | 19.20% | 22.48%-3.3pp | 25.84%-6.6pp | 34.38%-15.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $13,974 | $4,933+183.3% | $4,851+188.1% | $4,528+208.6% |
| Admin fee / account holder | $45 | $225-79.8% | $8,252-99.5% | $348-87.0% |