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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $92,738 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $236 |
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 | $192,316 | $122,186+57.4% | $146,958+30.9% | $199,593-3.6% |
| Participation rate | 94.3% | 78.3%+16.0pp | 82.2%+12.2pp | 72.0%+22.3pp |
| Annual return | 14.75% | 30.56%-15.8pp | 418.34%-403.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $6,205 | $4,093+51.6% | $4,933+25.8% | $3,034+104.5% |
| Participant deferral / active EE | $12,212 | $8,502+43.6% | $8,070+51.3% | $5,087+140.1% |
| Admin fee / account holder | $69 | $179-61.5% | $12,998-99.5% | $269-74.4% |