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 |
|---|---|---|
Service code 28 · EIN 26-0058143 | Investment Management | $70,095 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,770 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1 |
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 | $230,430 | $107,459+114.4% | $135,903+69.6% | $80,160+187.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 81.9%-6.9pp | 72.9%+2.1pp |
| Annual return | 18.06% | 91.91%-73.9pp | 68.23%-50.2pp | 40.38%-22.3pp |
| Employer contribution / active EE | $3,424 | $3,877-11.7% | $4,856-29.5% | $2,978+15.0% |
| Participant deferral / active EE | $8,250 | $8,195+0.7% | $7,758+6.3% | $5,017+64.4% |
| Admin fee / account holder | $120 | $127-5.1% | $10,762-98.9% | $145-16.9% |