See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,455 | $122,186-53.8% | $146,958-61.6% | $199,593-71.7% |
| Participation rate | 60.0% | 78.3%-18.3pp | 82.2%-22.2pp | 72.0%-12.0pp |
| Annual return | 20.57% | 30.56%-10.0pp | 418.34%-397.8pp | 34.25%-13.7pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $9,510 | $8,502+11.9% | $8,070+17.8% | $5,087+87.0% |
| Admin fee / account holder | $1 | $179-99.4% | $12,998-100.0% | $269-99.6% |