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 6-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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,648 | $101,317-65.8% | $146,958-76.4% | $74,495-53.5% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | -10.82% | 8730.91%-8741.7pp | 418.34%-429.2pp | 1364.94%-1375.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $10,960 | $7,303+50.1% | $8,070+35.8% | $4,346+152.2% |
| Admin fee / account holder | $3 | $1,739-99.8% | $12,998-100.0% | $1,942-99.9% |