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 TRUST COMPANY Service code 19 | Securities Custodian | $6,918 |
Filed as: EPIC ADVISORS, INC Service code 15 · EIN 16-1450952 | Recordkeeping | $1,991 |
CHARLES SCHWAB & CO., INC.9+ years Service code 19 | Securities Custodian | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $128,624 | $125,758+2.3% | $169,993-24.3% | $75,163+71.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.26% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $3,175 | $4,615-31.2% | $6,785-53.2% | $2,670+18.9% |
| Participant deferral / active EE | $6,517 | $6,837-4.7% | $10,408-37.4% | $4,125+58.0% |
| Admin fee / account holder | $31 | $8,173-99.6% | $12,815-99.8% | $5,651-99.4% |