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 8-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.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $2,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,996 | $49,138-41.0% | $84,015-65.5% | $65,185-55.5% |
| Participation rate | 88.4% | 60.7%+27.7pp | 69.0%+19.4pp | 70.2%+18.2pp |
| Annual return | 20.32% | 23.00%-2.7pp | 71.31%-51.0pp | 29.38%-9.1pp |
| Employer contribution / active EE | $990 | $914+8.4% | $1,983-50.1% | $2,177-54.5% |
| Participant deferral / active EE | $1,593 | $2,397-33.5% | $3,239-50.8% | $3,514-54.7% |
| Admin fee / account holder | $48 | $543-91.3% | $6,101-99.2% | $847-94.4% |