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 3-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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $84,585 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $20 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $97,404 | $89,808+8.5% | $100,391-3.0% | $77,643+25.5% |
| Participation rate | 97.2% | 81.2%+16.0pp | 81.5%+15.7pp | 70.6%+26.6pp |
| Annual return | 18.08% | 20.62%-2.5pp | 49.20%-31.1pp | 31.24%-13.2pp |
| Employer contribution / active EE | $8,113 | $3,039+167.0% | $3,942+105.8% | $2,726+197.6% |
| Participant deferral / active EE | $16,190 | $8,284+95.4% | $8,082+100.3% | $4,647+248.4% |
| Admin fee / account holder | $82 | $174-53.0% | $7,899-99.0% | $430-80.9% |