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: CHARLES SCHWAB TRUST BANK Service code 27 · EIN 82-3967259 | Advisory (Plan) | $71,634 |
MILLIMAN, INC.1 year Service code 15 · EIN 91-0675641 | Recordkeeping | $41,422 |
TD AMERITRADE, INC.1 year Filed as: AMERITRADE Service code 27 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Advisory (Plan) | $34,781 |
Filed as: USB FINANCIAL SERVICES Service code 26 1200 PROSPECT ST, SUITE 300 · LA JOLLA, CA 92037 | Advisory (Participants) | $9,821 |
MATRIX TRUST COMPANY7 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $391,807 | $82,202+376.6% | $125,339+212.6% | $64,808+504.6% |
| Participation rate | 68.3% | 77.9%-9.6pp | 82.4%-14.1pp | 71.5%-3.2pp |
| Annual return | -10.45% | 3.48%-13.9pp | 572.05%-582.5pp | 32.82%-43.3pp |
| Employer contribution / active EE | $9,449 | $3,615+161.3% | $4,814+96.3% | $2,506+277.1% |
| Participant deferral / active EE | $7,036 | $7,175-1.9% | $7,446-5.5% | $4,310+63.2% |
| Admin fee / account holder | $727 | $163+345.1% | $10,010-92.7% | $188+287.0% |