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 |
|---|---|---|
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $10,000 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,422 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,335 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $18,316 | $29,369-37.6% | $77,482-76.4% | $73,409-75.0% |
| Participation rate | 99.3% | 37.9%+61.4pp | 54.2%+45.1pp | 72.2%+27.1pp |
| Annual return | 22.22% | 358.15%-335.9pp | 54.79%-32.6pp | 59.29%-37.1pp |
| Employer contribution / active EE | $961 | $406+136.9% | $986-2.5% | $2,234-57.0% |
| Participant deferral / active EE | $1,088 | $941+15.6% | $1,861-41.6% | $3,805-71.4% |
| Admin fee / account holder | $21 | $123-83.1% | $2,858-99.3% | $158-86.9% |