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.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2,947 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $2,657 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $347,939 | $99,957+248.1% | $149,696+132.4% | $73,488+373.5% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.5%+9.5pp | 70.7%+21.3pp |
| Annual return | 15.63% | 53.87%-38.2pp | 276.60%-261.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $10,983 | $3,191+244.2% | $4,644+136.5% | $2,270+383.8% |
| Participant deferral / active EE | $7,179 | $6,073+18.2% | $6,842+4.9% | $3,740+92.0% |
| Admin fee / account holder | $23 | $551-95.9% | $9,309-99.8% | $513-95.6% |