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 15 · EIN 16-1450952 | Recordkeeping | $13,417 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,947 |
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 | $60,826 | $47,126+29.1% | $149,673-59.4% | $74,419-18.3% |
| Participation rate | 76.3% | 63.4%+12.9pp | 78.8%-2.5pp | 70.7%+5.6pp |
| Annual return | 23.67% | 22.75%+0.9pp | 134.42%-110.7pp | 34.38%-10.7pp |
| Employer contribution / active EE | $2,966 | $1,905+55.7% | $4,818-38.4% | $2,637+12.5% |
| Participant deferral / active EE | $5,808 | $2,728+112.9% | $5,680+2.3% | $4,528+28.3% |
| Admin fee / account holder | $20 | $343-94.2% | $13,210-99.8% | $348-94.3% |