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 6-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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $24,138 |
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 82-3967259 | Securities Custodian | $5,466 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,287 | $50,199-29.7% | $70,092-49.7% | $66,914-47.3% |
| Participation rate | 86.3% | 66.3%+19.9pp | 70.5%+15.8pp | 69.8%+16.4pp |
| Annual return | -9.38% | -13.85%+4.5pp | 190.73%-200.1pp | 1.58%-11.0pp |
| Employer contribution / active EE | $2,453 | $1,864+31.6% | $2,559-4.1% | $2,544-3.6% |
| Participant deferral / active EE | $4,517 | $3,112+45.1% | $3,849+17.4% | $4,237+6.6% |
| Admin fee / account holder | $128 | $600-78.7% | $6,267-98.0% | $593-78.5% |