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 |
|---|---|---|
MELTON & MELTON LLP3 years Service code 10 · EIN 74-1550819 | Accounting | $12,008 |
Service code 15 · EIN 36-4389114 | Recordkeeping | $8,215 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,016 |
CHARLES SCHWAB & CO., INC.4+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $14,249 | $64,871-78.0% | $129,110-89.0% | $66,914-78.7% |
| Participation rate | 98.2% | 74.0%+24.3pp | 77.3%+21.0pp | 69.8%+28.4pp |
| Annual return | -30.20% | -12.21%-18.0pp | -10.94%-19.3pp | 1.58%-31.8pp |
| Employer contribution / active EE | $1,736 | $3,741-53.6% | $5,052-65.6% | $2,544-31.8% |
| Participant deferral / active EE | $4,744 | $5,090-6.8% | $6,542-27.5% | $4,237+12.0% |
| Admin fee / account holder | $80 | $629-87.3% | $14,302-99.4% | $593-86.6% |