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.3 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $20,757 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3 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 | $198,379 | $94,529+109.9% | $140,016+41.7% | $64,186+209.1% |
| Participation rate | 90.3% | 84.1%+6.2pp | 87.5%+2.8pp | 69.6%+20.8pp |
| Annual return | -1.18% | 7.77%-8.9pp | 651.12%-652.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $6,408 | $3,812+68.1% | $5,606+14.3% | $2,381+169.1% |
| Participant deferral / active EE | $12,594 | $5,250+139.9% | $6,927+81.8% | $3,470+263.0% |
| Admin fee / account holder | $55 | $6,741-99.2% | $10,705-99.5% | $4,888-98.9% |