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.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $6,216 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,409 | $88,515+310.6% | $162,163+124.1% | $67,579+437.8% |
| Participation rate | 98.1% | 86.8%+11.3pp | 87.6%+10.5pp | 71.3%+26.8pp |
| Annual return | 25.70% | 27.04%-1.3pp | 115.59%-89.9pp | 378.56%-352.9pp |
| Employer contribution / active EE | $16,819 | $3,563+372.0% | $5,614+199.6% | $2,148+683.1% |
| Participant deferral / active EE | $17,430 | $5,724+204.5% | $7,298+138.8% | $3,539+392.5% |
| Admin fee / account holder | $12 | $124-90.2% | $10,843-99.9% | $142-91.5% |