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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 |
|---|---|---|
FINDEC WEALTH SERVICES, INC.2 years Filed as: FINDEC WEALTH SERVICES, INC Service code 17 · EIN 85-3994987 | Pension Consulting | $5,729 |
Filed as: FINDEC BENEFIT SERVICES, INC Service code 13 · EIN 85-3986400 | Contract Administrator | $830 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $10,491 | $73,867-85.8% | $143,757-92.7% | $68,494-84.7% |
| Participation rate | 51.7% | 66.7%-14.9pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | -17.39% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,008 | $3,184-68.3% | $4,951-79.6% | $2,596-61.2% |
| Participant deferral / active EE | $2,493 | $3,384-26.4% | $5,637-55.8% | $4,027-38.1% |
| Admin fee / account holder | $54 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |