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 10-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 Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $48 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $133,187 | $82,202+62.0% | $125,339+6.3% | $64,808+105.5% |
| Participation rate | 53.8% | 77.9%-24.0pp | 82.4%-28.5pp | 71.5%-17.6pp |
| Annual return | -14.46% | 3.48%-17.9pp | 572.05%-586.5pp | 32.82%-47.3pp |
| Employer contribution / active EE | $22 | $3,615-99.4% | $4,814-99.5% | $2,506-99.1% |
| Participant deferral / active EE | $8,358 | $7,175+16.5% | $7,446+12.2% | $4,310+93.9% |
| Admin fee / account holder | $11 | $163-93.0% | $10,010-99.9% | $188-93.9% |