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.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,909 | $53,911+3.7% | $130,648-57.2% | $77,787-28.1% |
| Participation rate | 36.3% | 60.2%-24.0pp | 71.7%-35.5pp | 73.2%-36.9pp |
| Annual return | 24.56% | 21.93%+2.6pp | 1708.96%-1684.4pp | 32.57%-8.0pp |
| Employer contribution / active EE | $847 | $1,826-53.6% | $4,092-79.3% | $2,504-66.2% |
| Participant deferral / active EE | $1,517 | $2,288-33.7% | $3,603-57.9% | $3,967-61.8% |
| Admin fee / account holder | $29 | $129-77.6% | $5,464-99.5% | $100-71.1% |