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 |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $21,620 |
FINDEC WEALTH SERVICES, INC.2 years Service code 27 · EIN 85-3994987 | Advisory (Plan) | $135 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (securities); Custodial (ot... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,584 | $63,442-45.5% | $68,791-49.7% | $66,914-48.3% |
| Participation rate | 68.2% | 60.0%+8.3pp | 69.0%-0.8pp | 69.8%-1.6pp |
| Annual return | -15.11% | -8.29%-6.8pp | -6.38%-8.7pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,018 | $1,775+13.7% | $2,655-24.0% | $2,544-20.7% |
| Participant deferral / active EE | $3,485 | $2,945+18.4% | $3,941-11.6% | $4,237-17.7% |
| Admin fee / account holder | $110 | $577-80.9% | $4,932-97.8% | $593-81.4% |