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 | $100,713 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,920 |
CHARLES SCHWAB & CO., INC.4 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 | $97,098 | $54,193+79.2% | $93,606+3.7% | $77,643+25.1% |
| Participation rate | 72.7% | 63.9%+8.8pp | 68.7%+4.0pp | 70.6%+2.2pp |
| Annual return | 16.89% | 30.54%-13.6pp | 133.20%-116.3pp | 31.24%-14.3pp |
| Employer contribution / active EE | $1,073 | $1,168-8.1% | $2,420-55.6% | $2,726-60.6% |
| Participant deferral / active EE | $4,386 | $3,144+39.5% | $4,411-0.6% | $4,647-5.6% |
| Admin fee / account holder | $271 | $576-53.0% | $8,285-96.7% | $430-37.1% |