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 9-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.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | 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 | $61,736 | $40,174+53.7% | $84,015-26.5% | $67,579-8.6% |
| Participation rate | 97.5% | 62.7%+34.9pp | 69.0%+28.5pp | 71.3%+26.3pp |
| Annual return | 20.21% | 25.82%-5.6pp | 71.31%-51.1pp | 378.56%-358.3pp |
| Employer contribution / active EE | $945 | $808+17.0% | $1,983-52.4% | $2,148-56.0% |
| Participant deferral / active EE | $4,311 | $2,301+87.3% | $3,239+33.1% | $3,539+21.8% |
| Admin fee / account holder | $3 | $128-97.5% | $6,101-99.9% | $142-97.7% |