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.7 years Service code 13 · EIN 95-2887986 | Contract Administrator | $56,465 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,467 | $55,415-25.2% | $155,509-73.3% | $74,495-44.3% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.4pp | 67.2%+29.4pp |
| Annual return | 10.88% | 268.50%-257.6pp | 64.67%-53.8pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,293 | $2,267-43.0% | $4,672-72.3% | $2,623-50.7% |
| Participant deferral / active EE | $5,006 | $2,836+76.5% | $5,626-11.0% | $4,346+15.2% |
| Admin fee / account holder | $153 | $1,738-91.2% | $15,912-99.0% | $1,942-92.1% |