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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,004 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $774 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,035 | $132,049+156.7% | $200,582+69.0% | $74,304+356.3% |
| Participation rate | 88.4% | 84.1%+4.4pp | 86.9%+1.5pp | 60.3%+28.1pp |
| Annual return | 18.89% | 22.22%-3.3pp | 42.33%-23.4pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,793 | $4,558-16.8% | $6,419-40.9% | $2,241+69.2% |
| Participant deferral / active EE | $14,690 | $7,213+103.7% | $9,331+57.4% | $3,767+289.9% |
| Admin fee / account holder | $34 | $2,405-98.6% | $16,305-99.8% | $2,969-98.8% |