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.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $57 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,034 | $91,407+0.7% | $135,903-32.3% | $71,457+28.8% |
| Participation rate | 74.8% | 75.7%-0.8pp | 81.9%-7.1pp | 67.9%+6.9pp |
| Annual return | 15.50% | 29.90%-14.4pp | 68.23%-52.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,338 | $7,092+74.0% | $7,758+59.0% | $4,289+187.7% |
| Admin fee / account holder | $12 | $1,266-99.0% | $10,762-99.9% | $1,587-99.2% |