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 Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $112,058 | $76,050+47.3% | $96,544+16.1% | $71,457+56.8% |
| Participation rate | 94.6% | 74.4%+20.2pp | 76.0%+18.6pp | 67.9%+26.7pp |
| Annual return | 16.45% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,116 | $2,244-50.3% | $2,965-62.3% | $2,588-56.9% |
| Participant deferral / active EE | $6,469 | $4,215+53.5% | $4,851+33.4% | $4,289+50.8% |
| Admin fee / account holder | $10 | $2,707-99.6% | $8,252-99.9% | $1,587-99.4% |