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 Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | 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 | $145,003 | $155,795-6.9% | $136,294+6.4% | $69,631+108.2% |
| Participation rate | 90.8% | 75.2%+15.5pp | 81.9%+8.8pp | 70.7%+20.1pp |
| Annual return | 20.51% | 232464.33%-232443.8pp | 5155.94%-5135.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $6,045 | $2,991+102.1% | $4,695+28.7% | $2,032+197.5% |
| Participant deferral / active EE | $12,057 | $5,394+123.5% | $6,247+93.0% | $3,224+274.0% |
| Admin fee / account holder | $3 | $128-97.6% | $9,243-100.0% | $110-97.2% |