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 | $266,251 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $740 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $99,899 | $114,241-12.6% | $159,436-37.3% | $101,517-1.6% |
| Participation rate | 98.1% | 71.7%+26.4pp | 82.8%+15.3pp | 74.6%+23.6pp |
| Annual return | 17.50% | 22.81%-5.3pp | 263.57%-246.1pp | 21.00%-3.5pp |
| Employer contribution / active EE | $2,464 | $3,214-23.3% | $4,829-49.0% | $2,973-17.1% |
| Participant deferral / active EE | $6,846 | $6,307+8.5% | $7,352-6.9% | $4,873+40.5% |
| Admin fee / account holder | $34 | $81-57.8% | $10,799-99.7% | $139-75.6% |