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.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $567 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $88,261 | $75,388+17.1% | $123,544-28.6% | $55,725+58.4% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.3%+9.5pp | 70.9%+20.9pp |
| Annual return | -5.27% | 4.48%-9.7pp | 119.20%-124.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $4,146 | $3,063+35.3% | $4,628-10.4% | $2,078+99.5% |
| Participant deferral / active EE | $8,221 | $5,651+45.5% | $6,426+27.9% | $3,356+145.0% |
| Admin fee / account holder | $5 | $120-96.0% | $9,284-99.9% | $115-95.8% |