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.2+ years Filed as: CHARLES SCHWAB BANK Service code 59 | Shareholder Servicing | $7,344 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,421 | $57,921-14.7% | $84,750-41.7% | $57,658-14.3% |
| Participation rate | 42.7% | 72.9%-30.2pp | 76.6%-33.9pp | 70.2%-27.5pp |
| Annual return | 9.11% | 10.24%-1.1pp | 22.78%-13.7pp | 5.13%+4.0pp |
| Employer contribution / active EE | $292 | $2,598-88.8% | $3,574-91.8% | $1,974-85.2% |
| Participant deferral / active EE | $1,687 | $2,742-38.5% | $3,712-54.5% | $3,061-44.9% |
| Admin fee / account holder | $10 | $130-92.1% | $5,332-99.8% | $95-89.1% |