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 | $13,036 |
MELTON & MELTON LLP4 years Service code 10 · EIN 74-1550819 | Accounting | $8,873 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,647 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $16,567 | $72,137-77.0% | $142,449-88.4% | $71,457-76.8% |
| Participation rate | 97.5% | 71.7%+25.8pp | 76.8%+20.7pp | 67.9%+29.6pp |
| Annual return | 20.84% | 21.15%-0.3pp | 19.99%+0.8pp | 28.85%-8.0pp |
| Employer contribution / active EE | $2,207 | $3,793-41.8% | $4,847-54.5% | $2,588-14.7% |
| Participant deferral / active EE | $4,466 | $5,280-15.4% | $6,283-28.9% | $4,289+4.1% |
| Admin fee / account holder | $68 | $1,433-95.2% | $10,011-99.3% | $1,587-95.7% |