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 | $6,097 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO,.INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,227 | $50,199-35.8% | $70,092-54.0% | $66,914-51.8% |
| Participation rate | 56.1% | 66.3%-10.2pp | 70.5%-14.4pp | 69.8%-13.7pp |
| Annual return | -13.26% | -13.85%+0.6pp | 190.73%-204.0pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,785 | $1,864-4.2% | $2,559-30.2% | $2,544-29.8% |
| Participant deferral / active EE | $2,270 | $3,112-27.0% | $3,849-41.0% | $4,237-46.4% |
| Admin fee / account holder | $38 | $600-93.7% | $6,267-99.4% | $593-93.7% |