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 9-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.4 years Service code 13 · EIN 95-2887986 | Contract Administrator | $42,022 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $35,487 | $56,485-37.2% | $185,823-80.9% | $86,799-59.1% |
| Participation rate | 98.8% | 65.5%+33.3pp | 81.7%+17.1pp | 72.3%+26.5pp |
| Annual return | 12.38% | 118.04%-105.7pp | 122.05%-109.7pp | 97.91%-85.5pp |
| Employer contribution / active EE | $1,446 | $1,843-21.5% | $5,167-72.0% | $2,405-39.9% |
| Participant deferral / active EE | $3,854 | $2,553+51.0% | $5,568-30.8% | $4,131-6.7% |
| Admin fee / account holder | $107 | $150-28.5% | $16,237-99.3% | $170-36.9% |