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 3-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 BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,520 |
Service code 19 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,719 | $79,013+24.9% | $100,391-1.7% | $74,495+32.5% |
| Participation rate | 95.5% | 79.5%+16.0pp | 81.5%+14.0pp | 67.2%+28.3pp |
| Annual return | 16.53% | 20.41%-3.9pp | 49.20%-32.7pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,330 | $3,021+43.3% | $3,942+9.9% | $2,623+65.1% |
| Participant deferral / active EE | $10,352 | $7,760+33.4% | $8,082+28.1% | $4,346+138.2% |
| Admin fee / account holder | $22 | $1,320-98.3% | $7,899-99.7% | $1,942-98.9% |