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 6-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 16-1450952 | Recordkeeping | $18,824 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $36,230 | $59,584-39.2% | $86,874-58.3% | $79,386-54.4% |
| Participation rate | 93.1% | 67.7%+25.4pp | 71.6%+21.4pp | 70.7%+22.4pp |
| Annual return | 17.06% | 23.15%-6.1pp | 63.52%-46.5pp | 116.85%-99.8pp |
| Employer contribution / active EE | $2,048 | $1,768+15.9% | $2,495-17.9% | $2,427-15.6% |
| Participant deferral / active EE | $3,954 | $3,036+30.2% | $3,699+6.9% | $4,046-2.3% |
| Admin fee / account holder | $103 | $604-83.0% | $5,828-98.2% | $626-83.6% |