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 7-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.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,897 | $102,553+48.1% | $151,611+0.2% | $66,914+127.0% |
| Participation rate | 93.0% | 85.5%+7.5pp | 87.5%+5.5pp | 69.8%+23.2pp |
| Annual return | -21.51% | -10.82%-10.7pp | 3.33%-24.8pp | 1.58%-23.1pp |
| Employer contribution / active EE | $2,429 | $4,180-41.9% | $6,166-60.6% | $2,544-4.5% |
| Participant deferral / active EE | $12,634 | $6,641+90.2% | $8,363+51.1% | $4,237+198.2% |
| Admin fee / account holder | $1 | $630-99.9% | $11,616-100.0% | $593-99.9% |