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) | $10,623 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,721 |
CHARLES SCHWAB & CO., INC.8+ 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 | $193,128 | $86,897+122.3% | $151,611+27.4% | $64,808+198.0% |
| Participation rate | 93.4% | 87.3%+6.1pp | 87.5%+5.9pp | 71.5%+21.9pp |
| Annual return | -7.44% | -3.57%-3.9pp | 3.33%-10.8pp | 32.82%-40.3pp |
| Employer contribution / active EE | $11,355 | $4,010+183.2% | $6,166+84.2% | $2,506+353.1% |
| Participant deferral / active EE | $14,939 | $6,690+123.3% | $8,363+78.6% | $4,310+246.6% |
| Admin fee / account holder | $19 | $153-87.9% | $11,616-99.8% | $188-90.1% |