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 9-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,347 |
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 | $119,531 | $88,122+35.6% | $141,162-15.3% | $67,579+76.9% |
| Participation rate | 94.2% | 76.5%+17.7pp | 82.5%+11.7pp | 71.3%+22.9pp |
| Annual return | 22.58% | 75.40%-52.8pp | 71.39%-48.8pp | 378.56%-356.0pp |
| Employer contribution / active EE | $5,123 | $3,224+58.9% | $4,735+8.2% | $2,148+138.5% |
| Participant deferral / active EE | $9,264 | $5,958+55.5% | $6,709+38.1% | $3,539+161.8% |
| Admin fee / account holder | $137 | $131+5.0% | $10,261-98.7% | $142-3.4% |