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 | $50,351 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $19,908 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Sub-transfer agency fees; Securities ... | $0 |
Filed as: CHARLES SCHWAB & CO. INC Service code 60 | Sub-TA Fees | $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 | $141,742 | $98,727+43.6% | $113,168+25.2% | $85,563+65.7% |
| Participation rate | 89.0% | 80.8%+8.1pp | 76.6%+12.4pp | 66.0%+23.0pp |
| Annual return | 15.89% | 17.43%-1.5pp | 24.27%-8.4pp | 31.51%-15.6pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $16,300 | $5,424+200.5% | $5,107+219.2% | $4,375+272.5% |
| Admin fee / account holder | $71 | $357-80.0% | $12,068-99.4% | $834-91.5% |