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.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,163 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
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 | $36,617 | $49,451-26.0% | $79,550-54.0% | $66,914-45.3% |
| Participation rate | 86.3% | 61.3%+24.9pp | 69.5%+16.8pp | 69.8%+16.5pp |
| Annual return | 4.16% | 84.25%-80.1pp | 0.16%+4.0pp | 1.58%+2.6pp |
| Employer contribution / active EE | $1,256 | $1,266-0.8% | $2,413-48.0% | $2,544-50.6% |
| Participant deferral / active EE | $1,746 | $3,159-44.7% | $3,985-56.2% | $4,237-58.8% |
| Admin fee / account holder | $57 | $595-90.5% | $6,832-99.2% | $593-90.5% |