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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,350 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $631 |
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 | $70,501 | $79,523-11.3% | $140,016-49.6% | $56,287+25.3% |
| Participation rate | 87.8% | 85.7%+2.1pp | 87.5%+0.3pp | 69.9%+17.9pp |
| Annual return | 1.61% | 2.39%-0.8pp | 651.12%-649.5pp | -9.96%+11.6pp |
| Employer contribution / active EE | $3,423 | $3,350+2.2% | $5,606-38.9% | $2,111+62.1% |
| Participant deferral / active EE | $3,924 | $5,129-23.5% | $6,927-43.3% | $3,350+17.2% |
| Admin fee / account holder | $6 | $614-98.9% | $10,705-99.9% | $521-98.8% |