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 7-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 15 · EIN 36-4389114 | Recordkeeping | $20,163 |
MELTON & MELTON LLP2 years Service code 10 · EIN 74-1550819 | Accounting | $14,427 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,126 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,251 | $82,274-70.5% | $152,466-84.1% | $79,386-69.5% |
| Participation rate | 71.2% | 76.4%-5.2pp | 78.2%-7.0pp | 70.7%+0.5pp |
| Annual return | 14.15% | 7959.84%-7945.7pp | 757.33%-743.2pp | 116.85%-102.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $4,327-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,322 | $4,969-33.1% | $5,820-42.9% | $4,046-17.9% |
| Admin fee / account holder | $178 | $632-71.8% | $15,805-98.9% | $626-71.5% |