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 4-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 | $12,136 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $5,032 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,190 | $44,897-21.6% | $84,966-58.6% | $199,593-82.4% |
| Participation rate | 7.9% | 45.7%-37.8pp | 67.5%-59.6pp | 72.0%-64.1pp |
| Annual return | 13.79% | 20.96%-7.2pp | 66.38%-52.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $158 | $1,365-88.4% | $2,727-94.2% | $3,034-94.8% |
| Participant deferral / active EE | $294 | $2,668-89.0% | $4,519-93.5% | $5,087-94.2% |
| Admin fee / account holder | $50 | $584-91.5% | $6,149-99.2% | $269-81.5% |