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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,231 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $4 |
CHARLES SCHWAB & CO., INC.2 years 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 | $163,077 | $82,202+98.4% | $125,339+30.1% | $64,808+151.6% |
| Participation rate | 95.1% | 77.9%+17.3pp | 82.4%+12.8pp | 71.5%+23.7pp |
| Annual return | -15.43% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.2pp |
| Employer contribution / active EE | $6,253 | $3,615+73.0% | $4,814+29.9% | $2,506+149.5% |
| Participant deferral / active EE | $11,974 | $7,175+66.9% | $7,446+60.8% | $4,310+177.8% |
| Admin fee / account holder | $42 | $163-74.4% | $10,010-99.6% | $188-77.8% |