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.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $3,174 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,753 | $59,263-34.6% | $96,562-59.9% | $79,386-51.2% |
| Participation rate | 97.5% | 61.9%+35.6pp | 69.8%+27.7pp | 70.7%+26.8pp |
| Annual return | 13.84% | 27.07%-13.2pp | 37.78%-23.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,742 | $1,216+43.3% | $2,356-26.1% | $2,427-28.2% |
| Participant deferral / active EE | $2,282 | $2,948-22.6% | $3,849-40.7% | $4,046-43.6% |
| Admin fee / account holder | $33 | $658-95.0% | $6,181-99.5% | $626-94.8% |