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 | $59,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.6 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 | $122,907 | $88,890+38.3% | $102,423+20.0% | $77,643+58.3% |
| Participation rate | 88.4% | 80.9%+7.5pp | 76.5%+11.9pp | 70.6%+17.8pp |
| Annual return | 15.36% | 24.98%-9.6pp | 29.32%-14.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $19,981 | $5,145+288.3% | $5,053+295.4% | $4,647+329.9% |
| Admin fee / account holder | $62 | $235-73.8% | $9,451-99.3% | $430-85.7% |