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.8+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $22,303 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8+ 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,967 | $102,553-29.8% | $151,611-52.5% | $66,914+7.6% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.5%+3.9pp | 69.8%+21.6pp |
| Annual return | -15.92% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,812 | $4,180-8.8% | $6,166-38.2% | $2,544+49.8% |
| Participant deferral / active EE | $8,232 | $6,641+24.0% | $8,363-1.6% | $4,237+94.3% |
| Admin fee / account holder | $100 | $630-84.1% | $11,616-99.1% | $593-83.1% |