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.5+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $8,984 |
EPIC RETIREMENT PLAN SERVICES5+ years Service code 15 · EIN 16-1450952 | Recordkeeping | $5,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,008 | $52,122-61.6% | $104,294-80.8% | $64,808-69.1% |
| Participation rate | 24.1% | 56.0%-31.9pp | 73.3%-49.2pp | 71.5%-47.4pp |
| Annual return | -19.41% | 13.26%-32.7pp | 24.61%-44.0pp | 32.82%-52.2pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $3,372-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,730 | $2,823-38.7% | $4,625-62.6% | $4,310-59.9% |
| Admin fee / account holder | $159 | $155+2.9% | $7,339-97.8% | $188-15.3% |