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 Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,114 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,841 |
CHARLES SCHWAB & CO., INC.9+ years 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 | $88,752 | $56,423+57.3% | $77,163+15.0% | $71,457+24.2% |
| Participation rate | 64.5% | 64.3%+0.2pp | 69.6%-5.1pp | 67.9%-3.5pp |
| Annual return | 18.16% | 19.05%-0.9pp | 37.87%-19.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,852 | $3,142+22.6% | $3,833+0.5% | $4,289-10.2% |
| Admin fee / account holder | $7 | $1,429-99.5% | $5,472-99.9% | $1,587-99.5% |