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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 71 · EIN 94-3025021 | Brokerage Fees | $9,048 |
ASSOCIATED PENSION CONSULTANTS2+ years Service code 12 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95973 | Recordkeeping and information managem... | $7,625 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $516 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $45,670 | $80,177-43.0% | $123,892-63.1% | $57,658-20.8% |
| Participation rate | 59.7% | 74.4%-14.7pp | 81.4%-21.7pp | 70.2%-10.5pp |
| Annual return | 12.77% | 17.90%-5.1pp | 47.52%-34.7pp | 5.13%+7.6pp |
| Employer contribution / active EE | $109 | $2,913-96.3% | $4,617-97.6% | $1,974-94.5% |
| Participant deferral / active EE | $1,914 | $5,130-62.7% | $5,984-68.0% | $3,061-37.5% |
| Admin fee / account holder | $88 | $106-17.4% | $8,357-98.9% | $95-7.2% |