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.1+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 59 | Shareholder Servicing | $16,227 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $9,430 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $79,332 | $70,667+12.3% | $123,104-35.6% | $52,331+51.6% |
| Participation rate | 82.4% | 83.7%-1.3pp | 86.8%-4.4pp | 68.1%+14.3pp |
| Annual return | 0.76% | 6.23%-5.5pp | 13.22%-12.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $2,474 | $2,946-16.0% | $5,151-52.0% | $1,882+31.5% |
| Participant deferral / active EE | $7,480 | $4,493+66.5% | $6,230+20.1% | $3,022+147.5% |
| Admin fee / account holder | $30 | $506-94.2% | $9,015-99.7% | $592-95.0% |