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 |
|---|---|---|
Service code 15 · EIN 91-2090931 | Recordkeeping | $93,266 |
PACIFIC PORTFOLIO CONSULTING3 years Service code 27 · EIN 20-4049073 | Advisory (Plan) | $38,245 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $19,297 |
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 | $45,180 | $48,166-6.2% | $96,562-53.2% | $93,030-51.4% |
| Participation rate | 87.4% | 65.1%+22.3pp | 69.8%+17.6pp | 73.9%+13.5pp |
| Annual return | 13.19% | 21.31%-8.1pp | 37.78%-24.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $657 | $1,070-38.6% | $2,356-72.1% | $2,706-75.7% |
| Participant deferral / active EE | $2,128 | $2,576-17.4% | $3,849-44.7% | $4,562-53.4% |
| Admin fee / account holder | $106 | $110-4.1% | $6,181-98.3% | $152-30.3% |