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 |
|---|---|---|
Filed as: FINDEC BENEFIT SERVICES Service code 13 · EIN 85-3986400 | Contract Administrator | $25,581 |
FINDEC WEALTH SERVICES, INC.3 years Service code 27 · EIN 85-3994987 | Advisory (Plan) | $86 |
CHARLES SCHWAB & CO., INC.3 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,512 | $51,045-26.5% | $70,515-46.8% | $71,457-47.5% |
| Participation rate | 58.4% | 59.4%-1.0pp | 68.3%-9.9pp | 67.9%-9.5pp |
| Annual return | 12.00% | 42.63%-30.6pp | 32.77%-20.8pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,747 | $1,790-2.4% | $2,973-41.3% | $2,588-32.5% |
| Participant deferral / active EE | $2,957 | $3,026-2.3% | $4,567-35.3% | $4,289-31.1% |
| Admin fee / account holder | $124 | $1,994-93.8% | $6,412-98.1% | $1,587-92.2% |