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 5-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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,274 |
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 | $134,554 | $88,982+51.2% | $102,438+31.4% | $77,671+73.2% |
| Participation rate | 97.7% | 80.9%+16.8pp | 76.5%+21.2pp | 70.6%+27.1pp |
| Annual return | 13.71% | 25.01%-11.3pp | 29.37%-15.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $8,020 | $2,698+197.3% | $3,024+165.3% | $2,726+194.2% |
| Participant deferral / active EE | $10,638 | $5,144+106.8% | $5,054+110.5% | $4,648+128.9% |
| Admin fee / account holder | $177 | $236-24.7% | $9,448-98.1% | $430-58.8% |