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 6-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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,342 |
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 | $44,366 | $84,784-47.7% | $98,439-54.9% | $74,419-40.4% |
| Participation rate | 70.0% | 81.5%-11.5pp | 75.2%-5.1pp | 70.7%-0.7pp |
| Annual return | 16.28% | 20.59%-4.3pp | 21.16%-4.9pp | 34.38%-18.1pp |
| Employer contribution / active EE | $1,274 | $3,364-62.1% | $3,048-58.2% | $2,637-51.7% |
| Participant deferral / active EE | $2,956 | $5,218-43.4% | $4,738-37.6% | $4,528-34.7% |
| Admin fee / account holder | $94 | $204-53.9% | $8,948-98.9% | $348-72.9% |