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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 | Recordkeeping | $23,788 |
SCS1 year Filed as: BENSLER, LLC DBA SCS Service code 16 · EIN 71-1004774 | Consulting | $10,805 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,679 | $26,114+40.5% | $58,482-37.3% | $74,419-50.7% |
| Participation rate | 31.3% | 32.1%-0.8pp | 50.9%-19.5pp | 70.7%-39.4pp |
| Annual return | 15.69% | 32.51%-16.8pp | 4239.32%-4223.6pp | 34.38%-18.7pp |
| Employer contribution / active EE | $226 | $536-57.7% | $1,053-78.5% | $2,637-91.4% |
| Participant deferral / active EE | $1,012 | $1,075-5.8% | $1,924-47.4% | $4,528-77.7% |
| Admin fee / account holder | $165 | $649-74.5% | $2,516-93.4% | $348-52.5% |