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 |
|---|---|---|
Service code 12 · EIN 47-0098400 | Participant communication; Recordkeep... | $63,080 |
INVST3+ years Service code 26 · EIN 81-1661697 | Advisory (Participants) | $18,499 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,049 | $50,127-26.1% | $149,673-75.2% | $80,160-53.8% |
| Participation rate | 43.3% | 64.3%-21.0pp | 78.8%-35.4pp | 72.9%-29.6pp |
| Annual return | 72.63% | 29.82%+42.8pp | 134.42%-61.8pp | 40.38%+32.2pp |
| Employer contribution / active EE | $1,179 | $1,865-36.8% | $4,818-75.5% | $2,978-60.4% |
| Participant deferral / active EE | $2,669 | $3,194-16.4% | $5,680-53.0% | $5,017-46.8% |
| Admin fee / account holder | $107 | $153-29.8% | $13,210-99.2% | $145-26.0% |