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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,505 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
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 | $216,696 | $104,317+107.7% | $159,436+35.9% | $86,799+149.7% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.8%+11.5pp | 72.3%+22.0pp |
| Annual return | 178.22% | 26.32%+151.9pp | 263.57%-85.3pp | 97.91%+80.3pp |
| Employer contribution / active EE | $4,030 | $3,451+16.8% | $4,829-16.5% | $2,405+67.6% |
| Participant deferral / active EE | $5,749 | $6,837-15.9% | $7,352-21.8% | $4,131+39.2% |
| Admin fee / account holder | $84 | $172-51.1% | $10,799-99.2% | $170-50.3% |