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 10-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Service code 19 | Securities Custodian | $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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,810 | $56,443+14.8% | $83,848-22.7% | $55,725+16.3% |
| Participation rate | 40.3% | 72.0%-31.7pp | 76.1%-35.8pp | 70.9%-30.5pp |
| Annual return | -4.16% | 393.67%-397.8pp | 850.88%-855.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $572 | $2,682-78.7% | $3,631-84.2% | $2,078-72.5% |
| Participant deferral / active EE | $895 | $2,965-69.8% | $4,082-78.1% | $3,356-73.3% |
| Admin fee / account holder | $15 | $156-90.5% | $5,478-99.7% | $115-87.2% |