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.10+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $23,930 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ 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 | $107,298 | $122,239-12.2% | $184,203-41.8% | $74,495+44.0% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.2pp | 67.2%+27.8pp |
| Annual return | 13.37% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $3,760 | $4,537-17.1% | $6,427-41.5% | $2,623+43.4% |
| Participant deferral / active EE | $8,436 | $7,139+18.2% | $9,131-7.6% | $4,346+94.1% |
| Admin fee / account holder | $117 | $1,260-90.7% | $13,901-99.2% | $1,942-94.0% |