See peer percentile detail. $4.99 for your first month.
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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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,662 |
Service code 26 · EIN 85-0538718 | Advisory (Participants) | $8,446 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $933 |
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 | $74,085 | $50,815+45.8% | $155,509-52.4% | $77,643-4.6% |
| Participation rate | 95.4% | 63.1%+32.3pp | 78.2%+17.2pp | 70.6%+24.8pp |
| Annual return | 14.41% | 34.80%-20.4pp | 64.67%-50.3pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,814 | $1,993-9.0% | $4,672-61.2% | $2,726-33.5% |
| Participant deferral / active EE | $6,225 | $2,822+120.6% | $5,626+10.6% | $4,647+34.0% |
| Admin fee / account holder | $64 | $437-85.3% | $15,912-99.6% | $430-85.1% |