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 37 · EIN 20-5254349 2601 31ST STREET, SUITE 200 · BOULDER, CO 80301 | Loan Processing | $24,830 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $3,869 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB TRUST BANK Service code 99 | Other Fees | $1,250 |
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 | $37,387 | $47,105-20.6% | $68,368-45.3% | $67,986-45.0% |
| Participation rate | 95.3% | 51.8%+43.5pp | 73.8%+21.6pp | 57.2%+38.1pp |
| Annual return | 16.70% | 48.37%-31.7pp | 292.57%-275.9pp | 31.67%-15.0pp |
| Employer contribution / active EE | $3,722 | $1,859+100.3% | $2,649+40.5% | $2,019+84.4% |
| Participant deferral / active EE | $8,577 | $2,374+261.3% | $4,123+108.0% | $3,358+155.4% |
| Admin fee / account holder | $129 | $2,435-94.7% | $5,150-97.5% | $3,203-96.0% |