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 7-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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,606 | $70,879-39.9% | $189,557-77.5% | $79,386-46.3% |
| Participation rate | 55.1% | 68.0%-12.8pp | 78.4%-23.3pp | 70.7%-15.6pp |
| Annual return | 13.90% | 20.70%-6.8pp | 64.17%-50.3pp | 116.85%-103.0pp |
| Employer contribution / active EE | $954 | $1,806-47.2% | $4,412-78.4% | $2,427-60.7% |
| Participant deferral / active EE | $5,339 | $4,081+30.8% | $6,174-13.5% | $4,046+32.0% |
| Admin fee / account holder | $16 | $647-97.5% | $9,807-99.8% | $626-97.4% |