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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $52,843 |
BRONFMAN E.L. ROTHSCHILD2+ years Filed as: BRONFMAN EL ROTHSCHILD LP Service code 28 · EIN 39-1908691 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $35,971 | $80,177-55.1% | $123,892-71.0% | $57,658-37.6% |
| Participation rate | 85.0% | 74.4%+10.5pp | 81.4%+3.6pp | 70.2%+14.7pp |
| Annual return | 9.26% | 17.90%-8.6pp | 47.52%-38.3pp | 5.13%+4.1pp |
| Employer contribution / active EE | $863 | $2,913-70.4% | $4,617-81.3% | $1,974-56.3% |
| Participant deferral / active EE | $4,560 | $5,130-11.1% | $5,984-23.8% | $3,061+49.0% |
| Admin fee / account holder | $184 | $106+73.1% | $8,357-97.8% | $95+94.6% |