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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Service code 28 · EIN 13-2638166 | Investment Management | $55,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,774 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $231 |
CHARLES SCHWAB & CO., INC.5+ 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 | $72,153 | $88,122-18.1% | $141,162-48.9% | $67,579+6.8% |
| Participation rate | 93.3% | 76.5%+16.9pp | 82.5%+10.9pp | 71.3%+22.0pp |
| Annual return | 27.23% | 75.40%-48.2pp | 71.39%-44.2pp | 378.56%-351.3pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $6,677 | $5,958+12.1% | $6,709-0.5% | $3,539+88.6% |
| Admin fee / account holder | $70 | $131-46.7% | $10,261-99.3% | $142-51.0% |