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 | $161,191 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $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 | $84,147 | $122,259-31.2% | $147,005-42.8% | $199,768-57.9% |
| Participation rate | 92.3% | 78.3%+14.0pp | 82.2%+10.1pp | 72.0%+20.3pp |
| Annual return | 15.66% | 30.58%-14.9pp | 418.76%-403.1pp | 34.26%-18.6pp |
| Employer contribution / active EE | $3,959 | $4,097-3.4% | $4,934-19.8% | $3,037+30.4% |
| Participant deferral / active EE | $9,784 | $8,504+15.0% | $8,070+21.2% | $5,090+92.2% |
| Admin fee / account holder | $75 | $179-58.0% | $13,006-99.4% | $269-72.1% |