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 3-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 |
|---|---|---|
INVST3+ years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $39,648 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Other services; Recordkeeping and inf... | $19,489 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,682 |
Service code 19 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
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 | $56,879 | $89,436-36.4% | $164,813-65.5% | $77,643-26.7% |
| Participation rate | 63.8% | 78.6%-14.8pp | 78.6%-14.8pp | 70.6%-6.7pp |
| Annual return | 17.99% | 28.83%-10.8pp | 69.93%-51.9pp | 31.24%-13.2pp |
| Employer contribution / active EE | $621 | $2,569-75.8% | $4,341-85.7% | $2,726-77.2% |
| Participant deferral / active EE | $3,124 | $4,897-36.2% | $6,031-48.2% | $4,647-32.8% |
| Admin fee / account holder | $274 | $339-19.4% | $12,690-97.8% | $430-36.4% |