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.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $3,698 |
CHARLES SCHWAB & CO., INC.4+ years 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 | $92,327 | $59,186+56.0% | $76,768+20.3% | $56,287+64.0% |
| Participation rate | 77.5% | 75.2%+2.2pp | 77.0%+0.5pp | 69.9%+7.6pp |
| Annual return | -5.02% | 6.62%-11.6pp | 2.43%-7.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,156 | $1,759-34.3% | $2,485-53.5% | $2,111-45.2% |
| Participant deferral / active EE | $3,358 | $3,255+3.2% | $3,852-12.8% | $3,350+0.3% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-91.0% |