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 |
|---|---|---|
HEINTZBERGER PAYNE1+ years Filed as: HEINTZBERGER PAYNE LLC Service code 13 · EIN 20-8835556 | Contract Administrator | $9,459 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,494 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,531 | $57,108-34.3% | $94,224-60.2% | $52,331-28.3% |
| Participation rate | 96.2% | 72.9%+23.3pp | 78.8%+17.5pp | 68.1%+28.1pp |
| Annual return | -2.99% | 1.47%-4.5pp | 10.68%-13.7pp | 4.54%-7.5pp |
| Employer contribution / active EE | $2,819 | $1,735+62.4% | $3,587-21.4% | $1,882+49.8% |
| Participant deferral / active EE | $5,640 | $3,040+85.6% | $4,320+30.6% | $3,022+86.6% |
| Admin fee / account holder | $77 | $546-85.9% | $6,269-98.8% | $592-87.0% |