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 | $77,758 |
HIGHLAND CONSULTING ASSOCIATES2+ years Service code 28 · EIN 34-1753575 | Investment Management | $19,500 |
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 Service code 59 · EIN 94-1737782 | 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 | $62,850 | $31,370+100.4% | $74,583-15.7% | $63,975-1.8% |
| Participation rate | 96.6% | 42.6%+54.0pp | 68.1%+28.5pp | 71.1%+25.5pp |
| Annual return | 7.62% | -105.16%+112.8pp | 20.47%-12.9pp | 48.65%-41.0pp |
| Employer contribution / active EE | $3,791 | $822+361.2% | $2,525+50.1% | $2,182+73.8% |
| Participant deferral / active EE | $3,643 | $1,560+133.5% | $3,458+5.3% | $3,356+8.5% |
| Admin fee / account holder | $68 | $77-11.9% | $4,138-98.4% | $70-4.0% |