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 Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $585 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $86,618 | $42,810+102.3% | $169,463-48.9% | $55,725+55.4% |
| Participation rate | 95.2% | 64.7%+30.5pp | 77.8%+17.4pp | 70.9%+24.3pp |
| Annual return | -5.18% | -3.61%-1.6pp | 1.83%-7.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,019 | $1,402+115.4% | $4,159-27.4% | $2,078+45.3% |
| Participant deferral / active EE | $7,387 | $3,141+135.2% | $5,277+40.0% | $3,356+120.1% |
| Admin fee / account holder | $8 | $106-92.3% | $9,109-99.9% | $115-92.9% |