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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $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 | $51,480 | $69,362-25.8% | $101,248-49.2% | $73,488-29.9% |
| Participation rate | 83.6% | 68.4%+15.3pp | 75.8%+7.8pp | 70.7%+13.0pp |
| Annual return | 25.73% | 18.46%+7.3pp | 46.47%-20.7pp | 28.51%-2.8pp |
| Employer contribution / active EE | $2,216 | $2,628-15.7% | $3,660-39.4% | $2,270-2.4% |
| Participant deferral / active EE | $3,651 | $3,300+10.6% | $4,370-16.5% | $3,740-2.4% |
| Admin fee / account holder | $8 | $704-98.8% | $5,945-99.9% | $513-98.4% |