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 | $33,368 |
MELTON & MELTON LLP6 years Service code 10 · EIN 74-1550819 | Accounting | $15,782 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,481 |
CHARLES SCHWAB & CO., INC.7+ 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 | $25,903 | $124,732-79.2% | $180,183-85.6% | $85,563-69.7% |
| Participation rate | 96.1% | 83.2%+12.9pp | 77.4%+18.7pp | 66.0%+30.1pp |
| Annual return | 18.57% | 17.73%+0.8pp | 27.86%-9.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,089 | $5,370-61.1% | $5,039-58.5% | $2,654-21.3% |
| Participant deferral / active EE | $4,204 | $7,763-45.8% | $6,822-38.4% | $4,375-3.9% |
| Admin fee / account holder | $143 | $294-51.3% | $19,975-99.3% | $834-82.9% |