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 |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,547 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $4 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,265 | $80,731-63.7% | $103,374-71.7% | $74,546-60.7% |
| Participation rate | 96.6% | 65.7%+31.0pp | 74.5%+22.1pp | 67.2%+29.4pp |
| Annual return | 29.00% | 27.56%+1.4pp | 24.89%+4.1pp | 1366.03%-1337.0pp |
| Employer contribution / active EE | $3,945 | $3,158+24.9% | $3,869+2.0% | $2,624+50.3% |
| Participant deferral / active EE | $8,853 | $3,860+129.3% | $5,058+75.0% | $4,347+103.6% |
| Admin fee / account holder | $116 | $2,369-95.1% | $8,394-98.6% | $1,944-94.0% |