See peer percentile detail. $4.99 for your first month.
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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 | $26,506 |
Service code 28 · EIN 47-1411118 | Investment Management | $25,000 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,958 | $79,519-19.6% | $95,952-33.3% | $73,409-12.9% |
| Participation rate | 65.2% | 81.2%-16.0pp | 77.1%-11.9pp | 72.2%-7.0pp |
| Annual return | 17.33% | 19.20%-1.9pp | 91.61%-74.3pp | 59.29%-42.0pp |
| Employer contribution / active EE | $1,032 | $2,048-49.6% | $2,541-59.4% | $2,234-53.8% |
| Participant deferral / active EE | $2,659 | $4,138-35.7% | $4,167-36.2% | $3,805-30.1% |
| Admin fee / account holder | $187 | $184+1.5% | $6,795-97.2% | $158+18.5% |