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.3 years Service code 59 · EIN 94-1737782 | 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 | $73,988 | $50,956+45.2% | $96,562-23.4% | $86,799-14.8% |
| Participation rate | 96.9% | 65.2%+31.6pp | 69.8%+27.1pp | 72.3%+24.6pp |
| Annual return | 13.86% | 21.27%-7.4pp | 37.78%-23.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,790 | $1,111+61.1% | $2,356-24.1% | $2,405-25.6% |
| Participant deferral / active EE | $5,659 | $2,954+91.6% | $3,849+47.0% | $4,131+37.0% |
| Admin fee / account holder | $4 | $166-97.4% | $6,181-99.9% | $170-97.4% |