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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,725 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI 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 | $133,806 | $30,086+344.7% | $61,373+118.0% | $64,808+106.5% |
| Participation rate | 96.3% | 36.4%+59.9pp | 52.6%+43.7pp | 71.5%+24.8pp |
| Annual return | -15.60% | -13.99%-1.6pp | 338.61%-354.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $6,266 | $536+1068.5% | $1,159+440.4% | $2,506+150.0% |
| Participant deferral / active EE | $8,130 | $1,126+622.3% | $2,125+282.6% | $4,310+88.6% |
| Admin fee / account holder | $94 | $148-36.8% | $2,130-95.6% | $188-50.1% |