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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $76,438 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $15 |
CHARLES SCHWAB & CO., INC.8+ years 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 | $177,762 | $107,459+65.4% | $135,903+30.8% | $80,160+121.8% |
| Participation rate | 94.7% | 78.0%+16.7pp | 81.9%+12.8pp | 72.9%+21.8pp |
| Annual return | 18.62% | 91.91%-73.3pp | 68.23%-49.6pp | 40.38%-21.8pp |
| Employer contribution / active EE | $6,011 | $3,877+55.0% | $4,856+23.8% | $2,978+101.9% |
| Participant deferral / active EE | $12,043 | $8,195+47.0% | $7,758+55.2% | $5,017+140.0% |
| Admin fee / account holder | $57 | $127-55.5% | $10,762-99.5% | $145-61.0% |