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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $141,714 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO. PC Service code 10 · EIN 06-1009205 | Accounting | $12,500 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $2,720 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $107,953 | $75,388+43.2% | $123,544-12.6% | $55,725+93.7% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.3%+16.4pp | 70.9%+27.8pp |
| Annual return | -4.81% | 4.48%-9.3pp | 119.20%-124.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $1,530 | $3,063-50.1% | $4,628-66.9% | $2,078-26.4% |
| Participant deferral / active EE | $11,812 | $5,651+109.0% | $6,426+83.8% | $3,356+252.0% |
| Admin fee / account holder | $116 | $120-2.9% | $9,284-98.7% | $115+0.9% |