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 DECISIONS6+ years Service code 13 · EIN 68-0236865 | Contract Administrator | $57,789 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $85,381 | $79,519+7.4% | $95,952-11.0% | $73,409+16.3% |
| Participation rate | 86.5% | 81.2%+5.4pp | 77.1%+9.5pp | 72.2%+14.4pp |
| Annual return | 15.78% | 19.20%-3.4pp | 91.61%-75.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $3,066 | $2,048+49.7% | $2,541+20.7% | $2,234+37.3% |
| Participant deferral / active EE | $12,944 | $4,138+212.8% | $4,167+210.6% | $3,805+240.2% |
| Admin fee / account holder | $56 | $184-69.7% | $6,795-99.2% | $158-64.7% |