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 |
|---|---|---|
CERITY PARTNERS2 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $184,971 |
Service code 12 · EIN 84-1477138 | Participant loan processing; Recordke... | $51,368 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Di... | $23,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,912 | $204,517-64.3% | $69,455+5.0% | $77,787-6.3% |
| Participation rate | 50.1% | 74.6%-24.5pp | 74.6%-24.5pp | 73.2%-23.1pp |
| Annual return | 21.81% | 22.10%-0.3pp | 28.97%-7.2pp | 32.57%-10.8pp |
| Employer contribution / active EE | $1,131 | $3,548-68.1% | $2,779-59.3% | $2,504-54.8% |
| Participant deferral / active EE | $4,105 | $3,478+18.0% | $3,535+16.1% | $3,967+3.5% |
| Admin fee / account holder | $274 | $101+172.3% | $3,839-92.9% | $100+173.7% |