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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $3,408 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO,.INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $40,105 | $69,823-42.6% | $77,163-48.0% | $74,419-46.1% |
| Participation rate | 58.7% | 70.0%-11.3pp | 69.6%-10.9pp | 70.7%-12.1pp |
| Annual return | 16.60% | 19.98%-3.4pp | 37.87%-21.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,174 | $2,150+1.1% | $2,535-14.2% | $2,637-17.6% |
| Participant deferral / active EE | $2,744 | $3,558-22.9% | $3,833-28.4% | $4,528-39.4% |
| Admin fee / account holder | $20 | $398-94.9% | $5,472-99.6% | $348-94.2% |