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 | Direct payment from the plan; Securit... | $3,939 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $224,927 | $111,608+101.5% | $177,821+26.5% | $73,409+206.4% |
| Participation rate | 94.5% | 87.9%+6.6pp | 87.7%+6.8pp | 72.2%+22.3pp |
| Annual return | 22.32% | 18.23%+4.1pp | 48.32%-26.0pp | 59.29%-37.0pp |
| Employer contribution / active EE | $11,598 | $3,796+205.5% | $5,918+96.0% | $2,234+419.3% |
| Participant deferral / active EE | $15,828 | $6,199+155.3% | $7,714+105.2% | $3,805+315.9% |
| Admin fee / account holder | $5 | $166-96.8% | $12,427-100.0% | $158-96.7% |