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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,544 |
CHARLES SCHWAB & CO., INC.8 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 | $58,279 | $117,025-50.2% | $91,541-36.3% | $85,563-31.9% |
| Participation rate | 57.2% | 64.2%-7.0pp | 69.8%-12.6pp | 66.0%-8.8pp |
| Annual return | 15.28% | 18.02%-2.7pp | 20.50%-5.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $2,616 | $2,120+23.4% | $2,505+4.4% | $2,654-1.4% |
| Participant deferral / active EE | $3,287 | $3,446-4.6% | $4,008-18.0% | $4,375-24.9% |
| Admin fee / account holder | $30 | $1,242-97.6% | $6,956-99.6% | $834-96.4% |