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.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $15,194 |
CHARLES SCHWAB & CO., INC.4 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 | $214,703 | $109,359+96.3% | $162,163+32.4% | $72,985+194.2% |
| Participation rate | 96.8% | 84.3%+12.5pp | 87.6%+9.2pp | 69.5%+27.3pp |
| Annual return | 22.13% | 25.46%-3.3pp | 115.59%-93.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $5,508 | $3,907+41.0% | $5,614-1.9% | $2,440+125.7% |
| Participant deferral / active EE | $11,787 | $5,481+115.0% | $7,298+61.5% | $3,607+226.7% |
| Admin fee / account holder | $45 | $7,972-99.4% | $10,843-99.6% | $5,124-99.1% |