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 |
|---|---|---|
Service code 26 · EIN 27-4418309 | Advisory (Participants) | $21,983 |
Service code 12 · EIN 47-0098400 | Direct payment from the plan; Recordk... | $21,612 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,276 |
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 | $64,572 | $69,477-7.1% | $94,646-31.8% | $71,457-9.6% |
| Participation rate | 91.1% | 78.4%+12.7pp | 80.8%+10.3pp | 67.9%+23.2pp |
| Annual return | 18.20% | 29.66%-11.5pp | 156.71%-138.5pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,852 | $2,853-35.1% | $3,672-49.6% | $2,588-28.4% |
| Participant deferral / active EE | $4,791 | $7,345-34.8% | $7,418-35.4% | $4,289+11.7% |
| Admin fee / account holder | $290 | $1,210-76.0% | $7,231-96.0% | $1,587-81.7% |