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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,103 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $63 |
CHARLES SCHWAB & CO., INC.3 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 | $193,508 | $30,588+532.6% | $53,898+259.0% | $85,563+126.2% |
| Participation rate | 95.7% | 26.3%+69.3pp | 55.0%+40.7pp | 66.0%+29.7pp |
| Annual return | 15.74% | 50.42%-34.7pp | 528.60%-512.9pp | 31.51%-15.8pp |
| Employer contribution / active EE | $7,532 | $436+1627.8% | $932+708.1% | $2,654+183.9% |
| Participant deferral / active EE | $10,976 | $848+1194.4% | $1,826+501.0% | $4,375+150.9% |
| Admin fee / account holder | $110 | $1,879-94.1% | $2,491-95.6% | $834-86.8% |