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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $18,982 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $189,860 | $89,739+111.6% | $149,718+26.8% | $62,292+204.8% |
| Participation rate | 94.2% | 85.1%+9.1pp | 87.1%+7.1pp | 69.5%+24.7pp |
| Annual return | 21.39% | 21.01%+0.4pp | 1501.63%-1480.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $5,958 | $3,233+84.3% | $5,445+9.4% | $2,042+191.8% |
| Participant deferral / active EE | $11,996 | $4,797+150.1% | $6,569+82.6% | $3,169+278.5% |
| Admin fee / account holder | $23 | $551-95.8% | $11,283-99.8% | $479-95.2% |