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 |
|---|---|---|
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $6,162 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,787 |
CHARLES SCHWAB & CO., INC.7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,608 | $111,491+111.3% | $189,513+24.3% | $86,799+171.4% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 15.85% | 83.50%-67.6pp | 555.15%-539.3pp | 97.91%-82.1pp |
| Employer contribution / active EE | $11,366 | $3,951+187.7% | $6,162+84.5% | $2,405+372.5% |
| Participant deferral / active EE | $15,614 | $6,437+142.6% | $8,221+89.9% | $4,131+278.0% |
| Admin fee / account holder | $17 | $189-90.8% | $12,045-99.9% | $170-89.7% |