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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $0 |
NORTHWEST PLAN SERVICES, INC.10+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, #200 · SEATTLE, WA 98136 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,947 | $54,517+171.4% | $75,972+94.7% | $74,495+98.6% |
| Participation rate | 81.9% | 60.3%+21.6pp | 69.1%+12.9pp | 67.2%+14.7pp |
| Annual return | 10.21% | 31.82%-21.6pp | 359.55%-349.3pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $4,100 | $1,777+130.7% | $2,685+52.7% | $2,623+56.3% |
| Participant deferral / active EE | $6,187 | $3,066+101.8% | $4,255+45.4% | $4,346+42.4% |
| Admin fee / account holder | $179 | $2,229-92.0% | $6,467-97.2% | $1,942-90.8% |