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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 · EIN 91-2090931 | Contract Administrator | $21,577 |
DUNCAN & HALEY LTD2+ years Service code 26 · EIN 02-0532349 | Advisory (Participants) | $20,000 |
RSM US LLP2+ years Filed as: MCGLADREY (RSM US) LLP Service code 10 · EIN 42-0714325 | Accounting | $12,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (other ... | $9,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,117 | $46,761+131.2% | $106,619+1.4% | $57,658+87.5% |
| Participation rate | 61.2% | 56.9%+4.3pp | 78.0%-16.8pp | 70.2%-9.1pp |
| Annual return | 9.39% | 15.77%-6.4pp | 9.42%0pp | 5.13%+4.3pp |
| Employer contribution / active EE | $2,069 | $1,274+62.4% | $3,947-47.6% | $1,974+4.8% |
| Participant deferral / active EE | $4,682 | $1,954+139.5% | $3,930+19.1% | $3,061+53.0% |
| Admin fee / account holder | $324 | $97+234.5% | $6,418-95.0% | $95+242.4% |