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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $95,252 |
ICAPITAL, LLC5 years Filed as: ICAPITAL LLC Service code 28 · EIN 76-0708798 | Investment Management | $68,593 |
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,695 | $73,034-38.8% | $77,163-42.1% | $80,160-44.2% |
| Participation rate | 52.6% | 78.1%-25.5pp | 69.6%-17.0pp | 72.9%-20.4pp |
| Annual return | 10.98% | 18.56%-7.6pp | 37.87%-26.9pp | 40.38%-29.4pp |
| Employer contribution / active EE | $1,252 | $2,779-55.0% | $2,535-50.6% | $2,978-58.0% |
| Participant deferral / active EE | $2,481 | $4,140-40.1% | $3,833-35.3% | $5,017-50.6% |
| Admin fee / account holder | $153 | $104+47.3% | $5,472-97.2% | $145+5.4% |