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.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $18,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $139,360 | $48,750+185.9% | $88,946+56.7% | $74,304+87.6% |
| Participation rate | 46.3% | 44.5%+1.8pp | 68.8%-22.5pp | 60.3%-14.0pp |
| Annual return | 10.74% | 25.91%-15.2pp | 57.82%-47.1pp | 29.43%-18.7pp |
| Employer contribution / active EE | $923 | $1,255-26.4% | $2,555-63.9% | $2,241-58.8% |
| Participant deferral / active EE | $2,590 | $2,423+6.9% | $4,581-43.5% | $3,767-31.2% |
| Admin fee / account holder | $195 | $3,756-94.8% | $8,261-97.6% | $2,969-93.4% |