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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST Service code 16 · EIN 93-1160402 | Consulting | $6,972 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,054 |
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 | $185,364 | $46,732+296.7% | $156,549+18.4% | $55,167+236.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 8.48% | 17.72%-9.2pp | 32.23%-23.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $8,812 | $2,105+318.6% | $5,501+60.2% | $1,963+349.0% |
| Participant deferral / active EE | $6,198 | $2,204+181.2% | $4,871+27.2% | $3,054+102.9% |
| Admin fee / account holder | $93 | $418-77.8% | $13,027-99.3% | $504-81.6% |