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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,945 | $73,404+70.2% | $87,100+43.4% | $67,579+84.9% |
| Participation rate | 78.6% | 80.9%-2.3pp | 76.9%+1.7pp | 71.3%+7.3pp |
| Annual return | 20.74% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,493 | $2,014-25.8% | $2,521-40.8% | $2,148-30.5% |
| Participant deferral / active EE | $5,210 | $3,913+33.2% | $4,049+28.7% | $3,539+47.2% |
| Admin fee / account holder | $23 | $142-83.6% | $7,497-99.7% | $142-83.7% |