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 |
|---|---|---|
Service code 59 · EIN 26-0023299 | Shareholder Servicing | $11,234 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $5,229 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,253 | $86,944+9.6% | $107,525-11.4% | $74,304+28.2% |
| Participation rate | 73.5% | 59.6%+14.0pp | 75.1%-1.6pp | 60.3%+13.2pp |
| Annual return | 14.00% | 23.52%-9.5pp | 181.32%-167.3pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,509 | $2,757-45.3% | $3,754-59.8% | $2,241-32.7% |
| Participant deferral / active EE | $4,805 | $3,554+35.2% | $5,116-6.1% | $3,767+27.5% |
| Admin fee / account holder | $67 | $3,727-98.2% | $8,919-99.2% | $2,969-97.7% |