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 8-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
EPIC RETIREMENT PLAN SERVICES3+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,916 | $58,101-74.3% | $118,925-87.5% | $73,409-79.7% |
| Participation rate | 19.7% | 56.1%-36.4pp | 75.4%-55.6pp | 72.2%-52.4pp |
| Annual return | 12.75% | 20.56%-7.8pp | 35.88%-23.1pp | 59.29%-46.5pp |
| Employer contribution / active EE | $341 | $1,445-76.4% | $3,263-89.5% | $2,234-84.7% |
| Participant deferral / active EE | $1,041 | $2,400-56.6% | $4,265-75.6% | $3,805-72.6% |
| Admin fee / account holder | $87 | $138-36.7% | $6,581-98.7% | $158-44.6% |