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 10-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.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $77,434 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,893 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $123,639 | $80,354+53.9% | $133,980-7.7% | $63,975+93.3% |
| Participation rate | 88.0% | 87.5%+0.5pp | 87.1%+1.0pp | 71.1%+16.9pp |
| Annual return | 10.46% | 13.11%-2.6pp | 29.30%-18.8pp | 48.65%-38.2pp |
| Employer contribution / active EE | $5,291 | $3,503+51.0% | $5,211+1.5% | $2,182+142.5% |
| Participant deferral / active EE | $10,725 | $5,239+104.7% | $6,282+70.7% | $3,356+219.5% |
| Admin fee / account holder | $9 | $69-87.7% | $9,324-99.9% | $70-87.9% |