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 5-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 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $233 |
Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,132 | $80,753+26.5% | $136,294-25.1% | $62,292+64.0% |
| Participation rate | 87.6% | 73.5%+14.0pp | 81.9%+5.6pp | 69.5%+18.0pp |
| Annual return | 10.41% | 35.83%-25.4pp | 5155.94%-5145.5pp | 28.90%-18.5pp |
| Employer contribution / active EE | $9,493 | $2,884+229.2% | $4,695+102.2% | $2,042+364.8% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $16 | $525-97.0% | $9,243-99.8% | $479-96.7% |