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 |
|---|---|---|
ALPHAPOINT, INC.2 years Filed as: ALPHAPOINT INC Service code 28 · EIN 14-1884337 | Investment Management | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $487,644 | $88,122+453.4% | $141,162+245.5% | $67,579+621.6% |
| Participation rate | 85.2% | 76.5%+8.7pp | 82.5%+2.7pp | 71.3%+13.9pp |
| Annual return | 20.43% | 75.40%-55.0pp | 71.39%-51.0pp | 378.56%-358.1pp |
| Employer contribution / active EE | $15,744 | $3,224+388.3% | $4,735+232.5% | $2,148+633.0% |
| Participant deferral / active EE | $9,136 | $5,958+53.3% | $6,709+36.2% | $3,539+158.1% |
| Admin fee / account holder | $50 | $131-61.8% | $10,261-99.5% | $142-64.9% |