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 |
|---|---|---|
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Contract Administrator; Recordkeeping... | $22,719 |
Service code 26 · EIN 58-2608124 | Advisory (Participants) | $10,459 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,275 | $34,677-73.3% | $77,024-88.0% | $64,808-85.7% |
| Participation rate | 63.7% | 49.8%+13.8pp | 67.9%-4.2pp | 71.5%-7.8pp |
| Annual return | -16.96% | -5.33%-11.6pp | 42.32%-59.3pp | 32.82%-49.8pp |
| Employer contribution / active EE | $751 | $1,370-45.2% | $2,812-73.3% | $2,506-70.0% |
| Participant deferral / active EE | $1,015 | $2,556-60.3% | $4,426-77.1% | $4,310-76.4% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |