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 |
|---|---|---|
RETIREMENT, LLC1 year Service code 15 · EIN 93-0989022 13838 QUAIL PIONTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Recordkeeping | $85,508 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 94-1737785 | Securities Custodian | $5,280 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,236 | $84,784-57.3% | $98,439-63.2% | $74,419-51.3% |
| Participation rate | 43.2% | 81.5%-38.3pp | 75.2%-31.9pp | 70.7%-27.5pp |
| Annual return | 7.23% | 20.59%-13.4pp | 21.16%-13.9pp | 34.38%-27.2pp |
| Employer contribution / active EE | $1,259 | $3,364-62.6% | $3,048-58.7% | $2,637-52.3% |
| Participant deferral / active EE | $2,214 | $5,218-57.6% | $4,738-53.3% | $4,528-51.1% |
| Admin fee / account holder | $263 | $204+28.4% | $8,948-97.1% | $348-24.5% |