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.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $2,981 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,760 | $129,021+110.6% | $184,203+47.5% | $77,643+250.0% |
| Participation rate | 98.6% | 87.3%+11.3pp | 86.8%+11.8pp | 70.6%+28.1pp |
| Annual return | 16.83% | 33.27%-16.4pp | 28.81%-12.0pp | 31.24%-14.4pp |
| Employer contribution / active EE | $13,466 | $4,413+205.2% | $6,427+109.5% | $2,726+394.0% |
| Participant deferral / active EE | $22,354 | $7,297+206.3% | $9,131+144.8% | $4,647+381.0% |
| Admin fee / account holder | $11 | $254-95.7% | $13,901-99.9% | $430-97.5% |