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 | Direct payment from the plan; Float r... | $1,666 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
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 | $96,684 | $62,543+54.6% | $83,333+16.0% | $55,725+73.5% |
| Participation rate | 76.7% | 78.4%-1.7pp | 77.8%-1.0pp | 70.9%+5.9pp |
| Annual return | -3.93% | 14.85%-18.8pp | 10.63%-14.6pp | 244.93%-248.9pp |
| Employer contribution / active EE | $3,006 | $2,427+23.8% | $3,379-11.0% | $2,078+44.6% |
| Participant deferral / active EE | $9,134 | $5,682+60.7% | $5,565+64.1% | $3,356+172.2% |
| Admin fee / account holder | $4 | $103-95.6% | $7,510-99.9% | $115-96.1% |