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.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $265 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 82-3967259 | 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 | $102,483 | $48,471+111.4% | $182,532-43.9% | $67,579+51.6% |
| Participation rate | 96.0% | 67.2%+28.8pp | 78.0%+18.0pp | 71.3%+24.7pp |
| Annual return | 24.65% | 31.08%-6.4pp | 148.54%-123.9pp | 378.56%-353.9pp |
| Employer contribution / active EE | $2,904 | $1,461+98.8% | $4,076-28.8% | $2,148+35.2% |
| Participant deferral / active EE | $7,548 | $3,324+127.0% | $5,524+36.6% | $3,539+113.3% |
| Admin fee / account holder | $3 | $151-98.0% | $8,592-100.0% | $142-97.9% |