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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 13 · EIN 94-1737782 211 MAIN STREET, 14TH FLOOR · SAN FRANCISCO, CA 941051965 | Contract Administrator | $36,771 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,487 | $53,136+2.5% | $155,509-65.0% | $199,593-72.7% |
| Participation rate | 50.9% | 64.1%-13.2pp | 78.2%-27.3pp | 72.0%-21.1pp |
| Annual return | 12.51% | 41.15%-28.6pp | 64.67%-52.2pp | 34.25%-21.7pp |
| Employer contribution / active EE | $1,084 | $1,851-41.4% | $4,672-76.8% | $3,034-64.3% |
| Participant deferral / active EE | $2,818 | $3,161-10.8% | $5,626-49.9% | $5,087-44.6% |
| Admin fee / account holder | $40 | $185-78.3% | $15,912-99.7% | $269-85.0% |