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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICE, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,601 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,055 | $100,923+175.5% | $150,045+85.3% | $74,304+274.2% |
| Participation rate | 87.3% | 70.1%+17.2pp | 82.3%+5.0pp | 60.3%+27.0pp |
| Annual return | 14.73% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $8,921 | $3,463+157.6% | $4,693+90.1% | $2,241+298.0% |
| Participant deferral / active EE | $18,290 | $6,709+172.6% | $7,997+128.7% | $3,767+385.5% |
| Admin fee / account holder | $84 | $2,767-97.0% | $13,435-99.4% | $2,969-97.2% |