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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $21,378 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $0 |
FINDEC WEALTH SERVICES, INC.4 years Service code 27 · EIN 85-3994987 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,979 | $54,517-23.0% | $75,972-44.7% | $74,495-43.6% |
| Participation rate | 69.0% | 60.3%+8.7pp | 69.1%0pp | 67.2%+1.8pp |
| Annual return | 10.85% | 31.82%-21.0pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,890 | $1,777+6.3% | $2,685-29.6% | $2,623-28.0% |
| Participant deferral / active EE | $3,324 | $3,066+8.4% | $4,255-21.9% | $4,346-23.5% |
| Admin fee / account holder | $105 | $2,229-95.3% | $6,467-98.4% | $1,942-94.6% |