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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 64 | Recordkeeping Fees | $1,396 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $11 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,991 | $93,571+7.9% | $135,903-25.7% | $75,163+34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.86% | 30.90%-10.0pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,440 | $3,537-2.7% | $4,856-29.2% | $2,670+28.9% |
| Participant deferral / active EE | $8,891 | $6,404+38.8% | $7,758+14.6% | $4,125+115.5% |
| Admin fee / account holder | $28 | $6,975-99.6% | $10,762-99.7% | $5,651-99.5% |