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 21 · EIN 39-0394950 | Bank Trustee | $82,289 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,033 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $92,455 | $53,165+73.9% | $86,188+7.3% | $74,419+24.2% |
| Participation rate | 70.1% | 64.9%+5.2pp | 69.0%+1.1pp | 70.7%-0.7pp |
| Annual return | 31.98% | 22.64%+9.3pp | 1168.45%-1136.5pp | 34.38%-2.4pp |
| Employer contribution / active EE | $1,033 | $1,210-14.6% | $2,380-56.6% | $2,637-60.8% |
| Participant deferral / active EE | $3,997 | $3,234+23.6% | $3,985+0.3% | $4,528-11.7% |
| Admin fee / account holder | $229 | $551-58.5% | $6,852-96.7% | $348-34.2% |