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.6 years Service code 13 · EIN 95-2887986 | Contract Administrator | $55,632 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,377 | $47,126-1.6% | $149,673-69.0% | $74,419-37.7% |
| Participation rate | 91.1% | 63.4%+27.7pp | 78.8%+12.4pp | 70.7%+20.4pp |
| Annual return | 12.58% | 22.75%-10.2pp | 134.42%-121.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $1,642 | $1,905-13.8% | $4,818-65.9% | $2,637-37.7% |
| Participant deferral / active EE | $4,736 | $2,728+73.6% | $5,680-16.6% | $4,528+4.6% |
| Admin fee / account holder | $171 | $343-50.1% | $13,210-98.7% | $348-50.8% |