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.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $52,122 | $81,248-35.8% | $155,509-66.5% | $80,856-35.5% |
| Participation rate | 95.2% | 66.2%+29.0pp | 78.2%+17.1pp | 67.6%+27.6pp |
| Annual return | 16.13% | 33.31%-17.2pp | 64.67%-48.5pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,783 | $3,100-42.5% | $4,672-61.8% | $2,755-35.3% |
| Participant deferral / active EE | $2,251 | $3,452-34.8% | $5,626-60.0% | $4,296-47.6% |
| Admin fee / account holder | $8 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |