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.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $88 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $281,407 | $98,982+184.3% | $162,163+73.5% | $65,185+331.7% |
| Participation rate | 96.7% | 85.8%+10.9pp | 87.6%+9.1pp | 70.2%+26.5pp |
| Annual return | 24.91% | 24.84%+0.1pp | 115.59%-90.7pp | 29.38%-4.5pp |
| Employer contribution / active EE | $6,498 | $3,467+87.4% | $5,614+15.7% | $2,177+198.5% |
| Participant deferral / active EE | $9,709 | $5,384+80.3% | $7,298+33.0% | $3,514+176.3% |
| Admin fee / account holder | $15 | $596-97.5% | $10,843-99.9% | $847-98.3% |