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 & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,715 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,049 | $100,227+360.0% | $169,993+171.2% | $74,419+519.5% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.0%+11.5pp | 70.7%+27.8pp |
| Annual return | 20.77% | 66.08%-45.3pp | 53.37%-32.6pp | 34.38%-13.6pp |
| Employer contribution / active EE | $19,701 | $4,263+362.1% | $6,785+190.4% | $2,637+647.0% |
| Participant deferral / active EE | $23,846 | $7,143+233.8% | $10,408+129.1% | $4,528+426.6% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |