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) | $12,893 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,131 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $226,589 | $100,227+126.1% | $169,993+33.3% | $74,419+204.5% |
| Participation rate | 98.3% | 87.3%+11.0pp | 87.0%+11.3pp | 70.7%+27.6pp |
| Annual return | 19.70% | 66.08%-46.4pp | 53.37%-33.7pp | 34.38%-14.7pp |
| Employer contribution / active EE | $12,832 | $4,263+201.0% | $6,785+89.1% | $2,637+386.5% |
| Participant deferral / active EE | $19,903 | $7,143+178.6% | $10,408+91.2% | $4,528+339.5% |
| Admin fee / account holder | $20 | $234-91.4% | $12,815-99.8% | $348-94.2% |