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 |
|---|---|---|
FINANCIAL DECISIONS5+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $60,717 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $10 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $70,425 | $73,404-4.1% | $87,100-19.1% | $67,579+4.2% |
| Participation rate | 83.6% | 80.9%+2.8pp | 76.9%+6.8pp | 71.3%+12.4pp |
| Annual return | 25.88% | 48.29%-22.4pp | 28.19%-2.3pp | 378.56%-352.7pp |
| Employer contribution / active EE | $5,412 | $2,014+168.7% | $2,521+114.6% | $2,148+152.0% |
| Participant deferral / active EE | $10,342 | $3,913+164.3% | $4,049+155.4% | $3,539+192.2% |
| Admin fee / account holder | $56 | $142-60.8% | $7,497-99.3% | $142-61.0% |