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 PARTNERS3 years Service code 17 11601 WILSHIRE BOULEVARD · LOS ANGELES, CA 90025 | Pension Consulting | $199,218 |
Service code 12 · EIN 84-1477138 | Claims processing; Recordkeeping and ... | $29,692 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (bank, trust company, or simi... | $18,398 |
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.
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 | $82,222 | $105,581-22.1% | $70,449+16.7% | $90,288-8.9% |
| Participation rate | 44.2% | 77.5%-33.3pp | 75.1%-30.8pp | 73.4%-29.1pp |
| Annual return | 17.05% | 14.78%+2.3pp | 109.03%-92.0pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,737-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $3,032 | $3,813-20.5% | $3,709-18.2% | $4,232-28.4% |
| Admin fee / account holder | $251 | $68+271.5% | $3,845-93.5% | $114+119.9% |