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 |
|---|---|---|
Service code 27 · EIN 46-0380670 | Advisory (Plan) | $11,416 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,622 |
Service code 19 | Securities Custodian | $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 | $37,758 | $54,701-31.0% | $86,188-56.2% | $71,457-47.2% |
| Participation rate | 91.9% | 60.1%+31.7pp | 69.0%+22.9pp | 67.9%+23.9pp |
| Annual return | 16.85% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,244 | $1,265-1.7% | $2,380-47.7% | $2,588-51.9% |
| Participant deferral / active EE | $1,922 | $3,108-38.2% | $3,985-51.8% | $4,289-55.2% |
| Admin fee / account holder | $99 | $1,922-94.8% | $6,852-98.5% | $1,587-93.7% |