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.5 years Service code 13 · EIN 95-2887986 | Contract Administrator | $61,208 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,135 | $46,292-26.3% | $143,757-76.3% | $64,808-47.3% |
| Participation rate | 98.0% | 64.2%+33.8pp | 80.3%+17.7pp | 71.5%+26.6pp |
| Annual return | -14.07% | -10.05%-4.0pp | -0.04%-14.0pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,609 | $1,910-15.7% | $4,951-67.5% | $2,506-35.8% |
| Participant deferral / active EE | $4,359 | $2,646+64.8% | $5,637-22.7% | $4,310+1.1% |
| Admin fee / account holder | $158 | $154+2.9% | $14,673-98.9% | $188-15.8% |