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 |
|---|---|---|
FINANCIAL DECISIONS3+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $10,643 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,120 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,236 | $80,753+45.2% | $136,294-14.0% | $62,292+88.2% |
| Participation rate | 91.9% | 73.5%+18.4pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 47.49% | 35.83%+11.7pp | 5155.94%-5108.4pp | 28.90%+18.6pp |
| Employer contribution / active EE | $2,795 | $2,884-3.1% | $4,695-40.5% | $2,042+36.9% |
| Participant deferral / active EE | $9,827 | $5,164+90.3% | $6,247+57.3% | $3,169+210.1% |
| Admin fee / account holder | $44 | $525-91.7% | $9,243-99.5% | $479-90.9% |