See peer percentile detail. $4.99 for your first month.
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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.3+ years Filed as: CHARLES SCHWAB Service code 71 · EIN 94-3025021 | Brokerage Fees | $9,903 |
Service code 71 · EIN 95-3845382 | Brokerage Fees | $6,106 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 12 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95973 | Recordkeeping and information managem... | $5,029 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $986 |
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.
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 | $50,830 | $155,795-67.4% | $136,294-62.7% | $69,631-27.0% |
| Participation rate | 65.0% | 75.2%-10.2pp | 81.9%-16.9pp | 70.7%-5.7pp |
| Annual return | 21.87% | 232464.33%-232442.5pp | 5155.94%-5134.1pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $139 | $2,991-95.4% | $4,695-97.0% | $2,032-93.2% |
| Participant deferral / active EE | $2,258 | $5,394-58.1% | $6,247-63.8% | $3,224-29.9% |
| Admin fee / account holder | $121 | $128-5.7% | $9,243-98.7% | $110+9.6% |