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 |
|---|---|---|
TRI-AD ACTUARIES, INC.5+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $7,290 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $58,996 | $98,982-40.4% | $162,163-63.6% | $65,185-9.5% |
| Participation rate | 84.0% | 85.8%-1.8pp | 87.6%-3.5pp | 70.2%+13.8pp |
| Annual return | 21.94% | 24.84%-2.9pp | 115.59%-93.7pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,422 | $3,467-30.1% | $5,614-56.9% | $2,177+11.3% |
| Participant deferral / active EE | $4,626 | $5,384-14.1% | $7,298-36.6% | $3,514+31.6% |
| Admin fee / account holder | $34 | $596-94.3% | $10,843-99.7% | $847-96.0% |