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.9+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $27,456 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ 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 | $90,770 | $130,194-30.3% | $169,993-46.6% | $71,457+27.0% |
| Participation rate | 93.4% | 86.1%+7.2pp | 87.0%+6.4pp | 67.9%+25.5pp |
| Annual return | 16.50% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,575 | $4,381-18.4% | $6,785-47.3% | $2,588+38.1% |
| Participant deferral / active EE | $8,077 | $6,923+16.7% | $10,408-22.4% | $4,289+88.3% |
| Admin fee / account holder | $131 | $966-86.5% | $12,815-99.0% | $1,587-91.8% |